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Vest Financial’s Carter's CRI Stock Holding History

Vest Financial’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-44,242
Closed -$2.4M – 410
2024
Q4 		$2.4M Buy
44,242
+21,834
+97% +$1.25M 0.04% 190
2024
Q3 		$1.46M Buy
22,408
+5,542
+33% +$356K 0.03% 193
2024
Q2 		$1.05M Buy
16,866
+7,062
+72% +$490K 0.03% 200
2024
Q1 		$830K Buy
+9,804
New +$778K 0.02% 201

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vest Financial's CRI Position: Q1 2025 in Review

Vest Financial sold out of Carter's (CRI) in Q1 2025, closing a stake of 44,242 shares — an estimated $2.4M sold.

Vest Financial first reported a position in CRI in Q1 2024 and held it in 4 quarters. The position peaked at $2.4M in Q4 2024. 286 funds tracked by Wall St. Rank hold CRI as of Q1 2025.

  • Vest Financial reported no remaining Carter's position as of Q1 2025 after selling out during the quarter.
  • Vest Financial sold 44,242 Carter's shares in Q1 2025, an estimated $2.4M.
  • Vest Financial first reported a position in Carter's in Q1 2024 and held it in 4 quarters.
  • Vest Financial's Carter's position peaked at $2.4M in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Carter's as of Q1 2025.

Based on Vest Financial's 13F filing for Q1 2025, filed 11 Apr 2025.