CAPTRUST Financial Advisors

CAPTRUST Financial Advisors’s Cimpress CMPR Stock Holding History

CAPTRUST Financial Advisors’s Portfolio CMPR Stock Details CMPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$387K	Buy	5,296 +33	+0.6%	+$2.44K	﹤0.01%	2210
2025 Q4	$350K	Buy	5,263 +237	+5%	+$16.1K	﹤0.01%	2128
2025 Q3	$317K	Buy	+5,026	New	+$282K	﹤0.01%	2128
2022 Q3	–	Sell	-231	Closed	-$9K	–	2430
2022 Q2	$9K	Buy	231 +158	+216%	+$7.71K	﹤0.01%	3796
2022 Q1	$5K	Sell	73 -3	-4%	-$200	﹤0.01%	4141
2021 Q4	$5K	Buy	76 +57	+300%	+$4.67K	﹤0.01%	4052
2021 Q3	$2K	Hold	19	–	–	﹤0.01%	4242
2021 Q2	$2K	Hold	19	–	–	﹤0.01%	4154
2021 Q1	$2K	Buy	+19	New	+$1.87K	﹤0.01%	4020
2019 Q4	–	Sell	-442	Closed	-$58K	–	1150
2019 Q3	$58K	Sell	442 -40	-8%	-$4.4K	﹤0.01%	942
2019 Q2	$44K	Buy	482 +11	+2%	+$989	﹤0.01%	1008
2019 Q1	$38K	Hold	471	–	–	﹤0.01%	981
2018 Q4	$49K	Buy	471 +294	+166%	+$34.1K	﹤0.01%	786
2018 Q3	$24K	Sell	177 -86	-33%	-$12.4K	﹤0.01%	944
2018 Q2	$38K	Buy	263 +99	+60%	+$14.3K	﹤0.01%	747
2018 Q1	$25K	Buy	164 +14	+9%	+$2.08K	﹤0.01%	759
2017 Q4	$18K	Buy	+150	New	+$17.2K	﹤0.01%	811

Other funds holding CMPR

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return