BerganKDV Wealth Management’s Credit Acceptance CACC Stock Holding History

BerganKDV 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
2023 Q2	$508	Hold	1	–	–	﹤0.01%	811
2023 Q1	$437	Hold	1	–	–	﹤0.01%	984
2022 Q4	$474	Hold	1	–	–	﹤0.01%	955
2022 Q3	$0	Hold	1	–	–	﹤0.01%	974
2022 Q2	$0	Hold	1	–	–	﹤0.01%	976
2022 Q1	$1K	Hold	1	–	–	﹤0.01%	905
2021 Q4	$1K	Hold	1	–	–	﹤0.01%	964
2021 Q3	$1K	Hold	1	–	–	﹤0.01%	943
2021 Q2	$0	Buy	+1	New	+$410	﹤0.01%	983

Other funds holding CACC

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

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

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

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

BerganKDV Wealth Management's CACC Position: Q2 2023 in Review

BerganKDV Wealth Management held its Credit Acceptance (CACC) position steady in Q2 2023 at 1 share worth $508. The position accounts for ﹤0.01% of the portfolio, ranked #811.

BerganKDV Wealth Management first reported a position in CACC in Q2 2021 and has held it in 9 quarters since. The position peaked at $1K in Q1 2022. 225 funds tracked by Wall St. Rank hold CACC as of Q2 2023.

BerganKDV Wealth Management held 1 share of Credit Acceptance worth $508 as of Q2 2023.
BerganKDV Wealth Management left its Credit Acceptance share count unchanged in Q2 2023.
Credit Acceptance made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #811 holding.
BerganKDV Wealth Management first reported a position in Credit Acceptance in Q2 2021 and has held it in 9 quarters since.
BerganKDV Wealth Management's Credit Acceptance position peaked at $1K in Q1 2022.
225 funds tracked by Wall St. Rank held Credit Acceptance as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.