Berman Capital Advisors’s Copart CPRT Stock Holding History

Berman Capital Advisors’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
2021 Q3	$113K	Buy	3,280 +372	+13%	+$13.3K	0.02%	404
2021 Q2	$95K	Buy	2,908 +1,064	+58%	+$33K	0.02%	393
2021 Q1	$50K	Sell	1,844 -608	-25%	-$17.1K	0.01%	475
2020 Q4	$77K	Buy	2,452 +748	+44%	+$21.8K	0.02%	303
2020 Q3	$44K	Hold	1,704	–	–	0.01%	374
2020 Q2	$35K	Buy	1,704 +504	+42%	+$10.1K	0.01%	404
2020 Q1	$19K	Buy	1,200 +948	+376%	+$21.1K	0.01%	502
2019 Q4	$5K	Hold	252	–	–	﹤0.01%	965
2019 Q3	$5K	Hold	252	–	–	﹤0.01%	934
2019 Q2	$4K	Hold	252	–	–	﹤0.01%	1007
2019 Q1	$3K	Hold	252	–	–	﹤0.01%	988
2018 Q4	$3K	Buy	+252	New	+$3.11K	﹤0.01%	789

Other funds holding CPRT

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

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

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Berman Capital Advisors's CPRT Position: Q3 2021 in Review

Berman Capital Advisors increased its Copart (CPRT) stake by 13% in Q3 2021, buying an estimated $13.3K and bringing the position to 3,280 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #404.

Berman Capital Advisors first reported a position in CPRT in Q4 2018 and has held it in 12 quarters since. 778 funds tracked by Wall St. Rank hold CPRT as of Q3 2021.

Berman Capital Advisors held 3,280 shares of Copart worth $113K as of Q3 2021.
Berman Capital Advisors bought 372 Copart shares in Q3 2021, an estimated $13.3K.
Copart made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #404 holding.
Berman Capital Advisors first reported a position in Copart in Q4 2018 and has held it in 12 quarters since.
778 funds tracked by Wall St. Rank held Copart as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.