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Annapolis Financial Services’s CarGurus CARG Stock Holding History

Annapolis Financial Services’s Portfolio CARG Stock Details CARG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,000
Closed -$24.2K – 377
2023
Q4 		$24.2K Hold
1,000
– – 0.01% 266
2023
Q3 		$17.5K Hold
1,000
– – 0.01% 280
2023
Q2 		$22.6K Hold
1,000
– – 0.01% 255
2023
Q1 		$18.7K Hold
1,000
– – 0.01% 252
2022
Q4 		$14K Buy
+1,000
New +$13.7K ﹤0.01% 273

Other funds holding CARG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Annapolis Financial Services's CARG Position: Q1 2024 in Review

Annapolis Financial Services sold out of CarGurus (CARG) in Q1 2024, closing a stake of 1,000 shares — an estimated $24.2K sold.

Annapolis Financial Services first reported a position in CARG in Q4 2022 and held it in 5 quarters. The position peaked at $24.2K in Q4 2023. 243 funds tracked by Wall St. Rank hold CARG as of Q1 2024.

  • Annapolis Financial Services reported no remaining CarGurus position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 1,000 CarGurus shares in Q1 2024, an estimated $24.2K.
  • Annapolis Financial Services first reported a position in CarGurus in Q4 2022 and held it in 5 quarters.
  • Annapolis Financial Services's CarGurus position peaked at $24.2K in Q4 2023.
  • 243 funds tracked by Wall St. Rank held CarGurus as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.