Voloridge Investment Management

Voloridge Investment Management’s Carter's CRI Stock Holding History

Voloridge Investment Management’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
2024 Q3	–	Sell	-5,148	Closed	-$319K	–	1197
2024 Q2	$319K	Sell	5,148 -68,303	-93%	-$4.74M	﹤0.01%	1148
2024 Q1	$6.22M	Sell	73,451 -43,819	-37%	-$3.48M	0.02%	597
2023 Q4	$8.78M	Buy	+117,270	New	+$8.14M	0.03%	501
2023 Q2	–	Sell	-16,887	Closed	-$1.21M	–	1395
2023 Q1	$1.21M	Buy	+16,887	New	+$1.29M	0.01%	1086
2022 Q3	–	Sell	-50,388	Closed	-$3.55M	–	1418
2022 Q2	$3.55M	Buy	+50,388	New	+$4.06M	0.02%	799
2021 Q4	–	Sell	-7,823	Closed	-$761K	–	1610
2021 Q3	$761K	Buy	+7,823	New	+$790K	﹤0.01%	1356
2018 Q2	–	Sell	-103,773	Closed	-$10.8M	–	445
2018 Q1	$10.8M	Buy	+103,773	New	+$12.1M	0.25%	67
2016 Q2	–	Sell	-33,987	Closed	-$3.58M	–	321
2016 Q1	$3.58M	Sell	33,987 -6,844	-17%	-$656K	0.08%	165
2015 Q4	$3.63M	Buy	+40,831	New	+$3.64M	0.26%	95
2015 Q2	–	Sell	-50,521	Closed	-$4.67M	–	317
2015 Q1	$4.67M	Buy	+50,521	New	+$4.36M	0.23%	123

Other funds holding CRI

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return