CT
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Caldwell Trust’s Cars.com CARS Stock Holding History

Caldwell Trust’s Portfolio CARS Stock Details CARS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-48
Closed -$951 – 715
2023
Q2 		$951 Buy
+48
New +$903 ﹤0.01% 736
2020
Q3 		– Sell
-20
Closed -$115 – 730
2020
Q2 		$115 Sell
20
-620
-97% -$3.42K ﹤0.01% 756
2020
Q1 		$2.75K Sell
640
-66
-9% -$637 ﹤0.01% 737
2019
Q4 		$8.63K Buy
+706
New +$8.24K ﹤0.01% 694

Other funds holding CARS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return