Whittier Trust’s Carter's CRI Stock Holding History

Whittier Trust’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	-90	Closed	-$4.88K	–	1503
2024 Q4	$4.88K	Hold	90	–	–	﹤0.01%	1368
2024 Q3	$5.85K	Sell	90 -90	-50%	-$5.78K	﹤0.01%	1357
2024 Q2	$11.2K	Buy	+180	New	+$12.5K	﹤0.01%	1232

Other funds holding CRI

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

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

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

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Whittier Trust's CRI Position: Q1 2025 in Review

Whittier Trust sold out of Carter's (CRI) in Q1 2025, closing a stake of 90 shares — an estimated $4.88K sold.

Whittier Trust first reported a position in CRI in Q2 2024 and held it in 3 quarters. The position peaked at $11.2K in Q2 2024. 286 funds tracked by Wall St. Rank hold CRI as of Q1 2025.

Whittier Trust reported no remaining Carter's position as of Q1 2025 after selling out during the quarter.
Whittier Trust sold 90 Carter's shares in Q1 2025, an estimated $4.88K.
Whittier Trust first reported a position in Carter's in Q2 2024 and held it in 3 quarters.
Whittier Trust's Carter's position peaked at $11.2K in Q2 2024.
286 funds tracked by Wall St. Rank held Carter's as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.