AIM
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Aspen Investment Management’s Copart CPRT Stock Holding History

Aspen Investment Management’s Portfolio CPRT Stock Details CPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,120
Closed -$263K – 143
2023
Q3 		$263K Hold
6,120
– – 0.16% 126
2023
Q2 		$279K Buy
+6,120
New +$254K 0.17% 114

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aspen Investment Management's CPRT Position: Q4 2023 in Review

Aspen Investment Management sold out of Copart (CPRT) in Q4 2023, closing a stake of 6,120 shares — an estimated $263K sold.

Aspen Investment Management first reported a position in CPRT in Q2 2023 and held it in 2 quarters. The position peaked at $279K in Q2 2023. 1,046 funds tracked by Wall St. Rank hold CPRT as of Q4 2023.

  • Aspen Investment Management reported no remaining Copart position as of Q4 2023 after selling out during the quarter.
  • Aspen Investment Management sold 6,120 Copart shares in Q4 2023, an estimated $263K.
  • Aspen Investment Management first reported a position in Copart in Q2 2023 and held it in 2 quarters.
  • Aspen Investment Management's Copart position peaked at $279K in Q2 2023.
  • 1,046 funds tracked by Wall St. Rank held Copart as of Q4 2023.

Based on Aspen Investment Management's 13F filing for Q4 2023, filed 9 Feb 2024.