Abich Financial Wealth Management LLC CRI β€” CARTERS INC

Ownership history in Abich Financial Wealth Management LLC  Β·  4 quarters on record

AI Ownership Summary

Abich Financial Wealth Management LLC reported CARTERS INC (CRI) in 4 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.05% in 2024 Q3. The latest visible filing shows CRI at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abich Financial Wealth Management LLC's position in CARTERS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

CRI was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Abich Financial Wealth Management LLC held CRI β€” position size vs. price
% of Fund (quarterly)    CRI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 61.8% -17.6% βœ… 328 -530 -61.8% 0.05% $21K 2024-10-25 $53.24
2024 Q2 ADDED β€” β€” β€” 858 +346 +67.6% 0.04% $53K 2024-08-14 $58.29
2024 Q1 ADDED β€” β€” β€” 512 +127 +33.0% 0.03% $43K 2024-06-21 $60.21
2023 Q4 INITIATED β€” β€” β€” 385 β€” β€” 0.03% $29K 2024-02-13 $72.68

FAQ About Abich Financial Wealth Management LLC and CRI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abich Financial Wealth Management LLC reported owning CRI?

Abich Financial Wealth Management LLC reported CRI across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported CRI position in Abich Financial Wealth Management LLC's portfolio?

The largest reported portfolio weight for CRI was 0.05% in 2024 Q3.

What is the latest reported CRI position on this page?

The most recent filing on this page is 2024 Q3, when Abich Financial Wealth Management LLC reported 328 shares, equal to 0.05% of portfolio, with an estimated market value of $21K.

What does the chart on this CRI ownership page compare?

The chart compares Abich Financial Wealth Management LLC's quarterly CRI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Abich Financial Wealth Management LLC time their CRI position?

Based on 13F filing dates vs. subsequent CRI price moves, Abich Financial Wealth Management LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on CRI relative to SPY over the holding period was -62.1%.

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