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Advisory Research’s Carvana CVNA Stock Holding History

Advisory Research’s Portfolio CVNA Stock Details CVNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-222,985
Closed -$2.36M – 200
2023
Q4 		$2.36M Buy
222,985
+73,745
+49% +$552K 0.36% 72
2023
Q3 		$1.25M Buy
149,240
+101,735
+214% +$875K 0.17% 164
2023
Q2 		$246K Buy
+47,505
New +$132K 0.03% 415
2022
Q2 		– Sell
-43,275
Closed -$1.03M – 390
2022
Q1 		$1.03M Buy
43,275
+10,615
+33% +$310K 0.08% 180
2021
Q4 		$1.51M Sell
32,660
-5,000
-13% -$275K 0.12% 153
2021
Q3 		$2.27M Sell
37,660
-1,775
-5% -$118K 0.15% 120
2021
Q2 		$2.38M Buy
39,435
+6,235
+19% +$339K 0.16% 123
2021
Q1 		$1.74M Buy
33,200
+3,310
+11% +$182K 0.12% 138
2020
Q4 		$1.43M Sell
29,890
-2,030
-6% -$92.8K 0.11% 157
2020
Q3 		$1.42M Sell
31,920
-19,220
-38% -$682K 0.14% 135
2020
Q2 		$1.23M Sell
51,140
-45,225
-47% -$847K 0.11% 151
2020
Q1 		$1.06M Sell
96,365
-48,385
-33% -$749K 0.07% 132
2019
Q4 		$2.67M Sell
144,750
-47,245
-25% -$791K 0.12% 104
2019
Q3 		$2.53M Sell
191,995
-276,185
-59% -$3.97M 0.12% 107
2019
Q2 		$5.86M Sell
468,180
-11,855
-2% -$152K 0.12% 123
2019
Q1 		$5.57M Sell
480,035
-106,640
-18% -$897K 0.11% 116
2018
Q4 		$3.84M Sell
586,675
-43,205
-7% -$364K 0.08% 139
2018
Q3 		$7.44M Sell
629,880
-584,705
-48% -$6.26M 0.12% 122
2018
Q2 		$10.1M Buy
1,214,585
+847,975
+231% +$5.11M 0.16% 121
2018
Q1 		$1.68M Buy
+366,610
New +$1.46M 0.03% 224
2017
Q3 		– Sell
-111,825
Closed -$458K – 438
2017
Q2 		$458K Buy
+111,825
New +$306K 0.01% 371

Other funds holding CVNA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Advisory Research's CVNA Position: Q1 2024 in Review

Advisory Research sold out of Carvana (CVNA) in Q1 2024, closing a stake of 222,985 shares — an estimated $2.36M sold.

Advisory Research first reported a position in CVNA in Q2 2017 and held it in 21 quarters. The position peaked at $10.1M in Q2 2018. 337 funds tracked by Wall St. Rank hold CVNA as of Q1 2024.

  • Advisory Research reported no remaining Carvana position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 222,985 Carvana shares in Q1 2024, an estimated $2.36M.
  • Advisory Research first reported a position in Carvana in Q2 2017 and held it in 21 quarters.
  • Advisory Research's Carvana position peaked at $10.1M in Q2 2018.
  • 337 funds tracked by Wall St. Rank held Carvana as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.