BCWM
CACC icon

Bartlett & Co Wealth Management’s Credit Acceptance CACC Stock Holding History

Bartlett & Co Wealth Management’s Portfolio CACC Stock Details CACC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-110
Closed -$51.6K – 1236
2024
Q4 		$51.6K Hold
110
– – ﹤0.01% 644
2024
Q3 		$48.8K Hold
110
– – ﹤0.01% 663
2024
Q2 		$56.6K Hold
110
– – ﹤0.01% 637
2024
Q1 		$60.7K Hold
110
– – ﹤0.01% 631
2023
Q4 		$58.8K Hold
110
– – ﹤0.01% 670
2023
Q3 		$50.6K Hold
110
– – ﹤0.01% 663
2023
Q2 		$55.9K Hold
110
– – ﹤0.01% 650
2023
Q1 		$48K Hold
110
– – ﹤0.01% 575
2022
Q4 		$52.2K Sell
110
-3
-3% -$1.38K ﹤0.01% 572
2022
Q3 		$49.5K Sell
113
-5
-4% -$2.64K ﹤0.01% 564
2022
Q2 		$55.9K Sell
118
-27
-19% -$14.9K ﹤0.01% 556
2022
Q1 		$79.8K Buy
+145
New +$79K ﹤0.01% 516
2021
Q4 		– Sell
-153
Closed -$89.6K – 474
2021
Q3 		$89.6K Hold
153
– – ﹤0.01% 431
2021
Q2 		$69.5K Hold
153
– – ﹤0.01% 461
2021
Q1 		$55.1K Sell
153
-22
-13% -$7.98K ﹤0.01% 519
2020
Q4 		$60.6K Hold
175
– – ﹤0.01% 501
2020
Q3 		$59.3K Sell
175
-150
-46% -$63.1K ﹤0.01% 475
2020
Q2 		$136K Hold
325
– – ﹤0.01% 353
2020
Q1 		$83.1K Sell
325
-75
-19% -$30.3K ﹤0.01% 385
2019
Q4 		$177K Sell
400
-50
-11% -$22K ﹤0.01% 348
2019
Q3 		$208K Hold
450
– – 0.01% 327
2019
Q2 		$218K Hold
450
– – 0.01% 250
2019
Q1 		$203K Sell
450
-50
-10% -$21.5K 0.01% 249
2018
Q4 		$191K Hold
500
– – 0.01% 253
2018
Q3 		$219K Hold
500
– – 0.01% 248
2018
Q2 		$177K Hold
500
– – 0.01% 260
2018
Q1 		$165K Buy
+500
New +$166K 0.01% 269

Other funds holding CACC

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
Alfreton Capital Radlett, Hertfordshire, United Kingdom $308M AUM 10.23% 1-Year Est. Return

Bartlett & Co Wealth Management's CACC Position: Q1 2025 in Review

Bartlett & Co Wealth Management sold out of Credit Acceptance (CACC) in Q1 2025, closing a stake of 110 shares — an estimated $51.6K sold.

Bartlett & Co Wealth Management first reported a position in CACC in Q1 2018 and held it in 27 quarters. The position peaked at $219K in Q3 2018. 266 funds tracked by Wall St. Rank hold CACC as of Q1 2025.

  • Bartlett & Co Wealth Management reported no remaining Credit Acceptance position as of Q1 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 110 Credit Acceptance shares in Q1 2025, an estimated $51.6K.
  • Bartlett & Co Wealth Management first reported a position in Credit Acceptance in Q1 2018 and held it in 27 quarters.
  • Bartlett & Co Wealth Management's Credit Acceptance position peaked at $219K in Q3 2018.
  • 266 funds tracked by Wall St. Rank held Credit Acceptance as of Q1 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.