Bell Investment Advisors’s CarGurus CARG Stock Holding History

Bell Investment Advisors’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
2026 Q1	$9.88K	Sell	290 -19	-6%	-$622	﹤0.01%	686
2025 Q4	$11.9K	Sell	309 -12	-4%	-$432	﹤0.01%	633
2025 Q3	$12K	Sell	321 -28	-8%	-$957	﹤0.01%	570
2025 Q2	$11.7K	Buy	349 +22	+7%	+$663	﹤0.01%	614
2025 Q1	$9.53K	Buy	327 +16	+5%	+$560	﹤0.01%	627
2024 Q4	$11.4K	Sell	311 -24	-7%	-$824	﹤0.01%	555
2024 Q3	$10.1K	Hold	335	–	–	﹤0.01%	622
2024 Q2	$8.78K	Hold	335	–	–	﹤0.01%	664
2024 Q1	$7.73K	Hold	335	–	–	﹤0.01%	699
2023 Q4	$8.09K	Buy	335 +28	+9%	+$563	﹤0.01%	640
2023 Q3	$5.38K	Sell	307 -3	-1%	-$59	﹤0.01%	769
2023 Q2	$7.02K	Sell	310 -11	-3%	-$208	﹤0.01%	650
2023 Q1	$6K	Hold	321	–	–	﹤0.01%	698
2022 Q4	$4.5K	Buy	321 +210	+189%	+$2.88K	﹤0.01%	863
2022 Q3	$2K	Buy	111 +56	+102%	+$1.14K	﹤0.01%	1062
2022 Q2	$1K	Buy	+55	New	+$1.63K	﹤0.01%	1356
2021 Q4	$1K	Sell	17 -19	-53%	-$667	﹤0.01%	1368
2021 Q3	$1K	Buy	+36	New	+$1.05K	﹤0.01%	1298

Other funds holding CARG

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prevatt Capital Nassau, Bahamas $371M AUM 9.39% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return