Carter's shares owned by Creative Planning
Historical chart of Creative Planning investment in Carter's
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All positions including Carter's held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Carter's by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $940k | 33k | 28.22 |
| 2025-06-30 | $528k | 18k | 30.13 |
| 2025-03-31 | $405k | 9.9k | 40.90 |
| 2024-12-31 | $448k | 8.3k | 54.18 |
| 2024-09-30 | $445k | 6.8k | 64.98 |
| 2024-06-30 | $294k | 4.7k | 62.00 |
| 2017-06-30 | $13k | 145 | 89.66 |
| 2017-03-31 | $16k | 176 | 90.91 |
| 2016-12-31 | $13k | 150 | 86.67 |
| 2016-09-30 | $16k | 181 | 88.40 |
| 2016-06-30 | $4.0k | 42 | 95.24 |
| 2016-03-31 | $16k | 155 | 103.23 |
| 2015-12-31 | $11k | 129 | 85.27 |
| 2015-09-30 | $5.0k | 56 | 89.29 |
| 2015-03-31 | $23k | 246 | 93.50 |
| 2014-12-31 | $4.0k | 46 | 86.96 |
| 2014-09-30 | $4.0k | 46 | 86.96 |
| 2014-06-30 | $3.0k | 46 | 65.22 |
| 2014-03-31 | $9.0k | 121 | 74.38 |
| 2013-12-31 | $3.0k | 46 | 65.22 |
| 2013-09-30 | $3.0k | 46 | 65.22 |
| 2013-06-30 | $3.0k | 46 | 65.22 |
| 2012-12-31 | $2.0k | 42 | 47.62 |
| 2012-09-30 | $2.0k | 42 | 47.62 |
| 2012-06-30 | $2.0k | 42 | 47.62 |
| 2011-12-31 | $2.0k | 42 | 47.62 |