Wilbanks Smith & Thomas Asset Management’s Carter's CRI Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q1	–	Sell	-4,595	Closed	-$344K	–	531
2023 Q4	$344K	Hold	4,595	–	–	0.01%	396
2023 Q3	$318K	Hold	4,595	–	–	0.01%	387
2023 Q2	$334K	Buy	4,595 +400	+10%	+$27K	0.01%	388
2023 Q1	$302K	Buy	4,195 +500	+14%	+$38.3K	0.01%	399
2022 Q4	$276K	Hold	3,695	–	–	0.01%	402
2022 Q3	$242K	Buy	3,695 +100	+3%	+$7.66K	0.01%	410
2022 Q2	$253K	Buy	3,595 +200	+6%	+$16.1K	0.01%	409
2022 Q1	$287K	Buy	3,395 +425	+14%	+$39.9K	0.01%	403
2021 Q4	$301K	Hold	2,970	–	–	0.01%	415
2021 Q3	$289K	Buy	2,970 +400	+16%	+$40.4K	0.01%	398
2021 Q2	$265K	Sell	2,570 -400	-13%	-$40.7K	0.01%	422
2021 Q1	$264K	Buy	2,970 +600	+25%	+$55.5K	0.01%	398
2020 Q4	$223K	Hold	2,370	–	–	0.01%	390
2020 Q3	$205K	Buy	+2,370	New	+$197K	0.01%	367

Other funds holding CRI

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 $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management's CRI Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management sold out of Carter's (CRI) in Q1 2024, closing a stake of 4,595 shares — an estimated $344K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in CRI in Q3 2020 and held it in 14 quarters. The position peaked at $344K in Q4 2023. 330 funds tracked by Wall St. Rank hold CRI as of Q1 2024.

Wilbanks Smith & Thomas Asset Management reported no remaining Carter's position as of Q1 2024 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 4,595 Carter's shares in Q1 2024, an estimated $344K.
Wilbanks Smith & Thomas Asset Management first reported a position in Carter's in Q3 2020 and held it in 14 quarters.
Wilbanks Smith & Thomas Asset Management's Carter's position peaked at $344K in Q4 2023.
330 funds tracked by Wall St. Rank held Carter's as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.