Caldwell Trust’s Copart CPRT Stock Holding History

Caldwell Trust’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
2022 Q2	–	Sell	-44	Closed	-$1.38K	–	743
2022 Q1	$1.38K	Hold	44	–	–	﹤0.01%	729
2021 Q4	$1.67K	Hold	44	–	–	﹤0.01%	720
2021 Q3	$1.53K	Hold	44	–	–	﹤0.01%	714
2021 Q2	$1.45K	Buy	+44	New	+$1.36K	﹤0.01%	723

Other funds holding CPRT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caldwell Trust's CPRT Position: Q2 2022 in Review

Caldwell Trust sold out of Copart (CPRT) in Q2 2022, closing a stake of 44 shares — an estimated $1.38K sold.

Caldwell Trust first reported a position in CPRT in Q2 2021 and held it in 4 quarters. The position peaked at $1.67K in Q4 2021. 822 funds tracked by Wall St. Rank hold CPRT as of Q2 2022.

Caldwell Trust reported no remaining Copart position as of Q2 2022 after selling out during the quarter.
Caldwell Trust sold 44 Copart shares in Q2 2022, an estimated $1.38K.
Caldwell Trust first reported a position in Copart in Q2 2021 and held it in 4 quarters.
Caldwell Trust's Copart position peaked at $1.67K in Q4 2021.
822 funds tracked by Wall St. Rank held Copart as of Q2 2022.

Based on Caldwell Trust's 13F filing for Q2 2022, filed 2 Oct 2025.