Berman Capital Advisors’s Carvana CVNA Stock Holding History

Berman Capital Advisors’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
2021 Q3	$96K	Buy	1,615 +585	+57%	+$38.9K	0.02%	451
2021 Q2	$61K	Buy	1,030 +485	+89%	+$26.4K	0.01%	509
2021 Q1	$27K	Buy	545 +95	+21%	+$5.24K	0.01%	685
2020 Q4	$21K	Buy	450 +20	+5%	+$914	0.01%	653
2020 Q3	$19K	Hold	430	–	–	0.01%	594
2020 Q2	$10K	Sell	430 -10	-2%	-$187	﹤0.01%	753
2020 Q1	$4K	Sell	440 -65	-13%	-$1.01K	﹤0.01%	932
2019 Q4	$9K	Buy	505 +65	+15%	+$1.09K	﹤0.01%	770
2019 Q3	$5K	Buy	440 +65	+17%	+$934	﹤0.01%	935
2019 Q2	$4K	Hold	375	–	–	﹤0.01%	1009
2019 Q1	$4K	Buy	+375	New	+$3.16K	﹤0.01%	909

Other funds holding CVNA

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SHIM

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

CIP

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

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

Berman Capital Advisors increased its Carvana (CVNA) stake by 57% in Q3 2021, buying an estimated $38.9K and bringing the position to 1,615 shares worth $96K. The position accounts for 0.02% of the portfolio, ranked #451.

Berman Capital Advisors first reported a position in CVNA in Q1 2019 and has held it in 11 quarters since. 440 funds tracked by Wall St. Rank hold CVNA as of Q3 2021.

Berman Capital Advisors held 1,615 shares of Carvana worth $96K as of Q3 2021.
Berman Capital Advisors bought 585 Carvana shares in Q3 2021, an estimated $38.9K.
Carvana made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #451 holding.
Berman Capital Advisors first reported a position in Carvana in Q1 2019 and has held it in 11 quarters since.
440 funds tracked by Wall St. Rank held Carvana as of Q3 2021.

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