WI
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WBI Investments’s Carter's CRI Stock Holding History

WBI Investments’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
Q2 		– Sell
-26,524
Closed -$1.08M – 281
2025
Q1 		$1.08M Buy
26,524
+2,898
+12% +$139K 0.29% 94
2024
Q4 		$1.28M Buy
23,626
+5,878
+33% +$337K 0.32% 93
2024
Q3 		$1.15M Buy
+17,748
New +$1.14M 0.28% 93
2019
Q2 		– Sell
-17,128
Closed -$1.73M – 225
2019
Q1 		$1.73M Buy
+17,128
New +$1.53M 0.13% 126
2017
Q4 		– Sell
-39,965
Closed -$3.95M – 298
2017
Q3 		$3.95M Buy
+39,965
New +$3.56M 0.17% 90

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
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return