Y-Intercept (HK)’s Carter's CRI Stock Holding History

Y-Intercept (HK)’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
2026 Q2	$1.3M	Buy	+31,539	New	+$1.19M	0.03%	923
2025 Q3	–	Sell	-145,941	Closed	-$4.4M	–	1642
2025 Q2	$4.4M	Buy	+145,941	New	+$4.95M	0.11%	268
2025 Q1	–	Sell	-8,001	Closed	-$434K	–	1262
2024 Q4	$434K	Sell	8,001 -996	-11%	-$57.1K	0.03%	795
2024 Q3	$585K	Sell	8,997 -14,742	-62%	-$947K	0.04%	708
2024 Q2	$1.47M	Buy	+23,739	New	+$1.65M	0.08%	345

Other funds holding CRI

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return