ACM
Alua Capital Management’s Carvana CVNA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-974,673
| Closed | -$116M | – | 23 |
|
|
2022
Q1 | $116M | Buy |
974,673
+163,300
| +20% | +$19.5M | 7.95% | 4 |
|
|
2021
Q4 | $188M | Hold |
811,373
| – | – | 10.2% | 5 |
|
|
2021
Q3 | $245M | Hold |
811,373
| – | – | 12.62% | 2 |
|
|
2021
Q2 | $245M | Buy |
811,373
+40,000
| +5% | +$12.1M | 12.76% | 3 |
|
|
2021
Q1 | $202M | Buy |
771,373
+70,400
| +10% | +$18.5M | 11.41% | 3 |
|
|
2020
Q4 | $168M | Buy |
+700,973
| New | +$168M | 11.74% | 3 |
|