Asset Dedication LLC’s Carvana CVNA Stock Holding History

Asset Dedication LLC’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 Q4	–	Sell	-1,650	Closed	-$57.5K	–	1111
2024 Q3	$57.5K	Hold	1,650	–	–	﹤0.01%	492
2024 Q2	$42.5K	Hold	1,650	–	–	﹤0.01%	517
2024 Q1	$29K	Hold	1,650	–	–	﹤0.01%	524
2023 Q4	$17K	Hold	1,650	–	–	﹤0.01%	602
2023 Q3	$14K	Hold	1,650	–	–	﹤0.01%	623
2023 Q2	$9K	Hold	1,650	–	–	﹤0.01%	681
2023 Q1	$3K	Sell	1,650 -1,650	-50%	-$2.86K	﹤0.01%	802
2022 Q4	$3K	Buy	+3,300	New	+$6.97K	﹤0.01%	817
2022 Q2	–	Sell	-220	Closed	-$5K	–	588
2022 Q1	$5K	Hold	220	–	–	﹤0.01%	738
2021 Q4	$10K	Hold	220	–	–	﹤0.01%	647
2021 Q3	$13K	Buy	+220	New	+$14.6K	﹤0.01%	641

Other funds holding CVNA

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Lingotto Investment Management London, United Kingdom $5.04B AUM 91.14% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return