Epic Trust Investment Advisors’s Copart CPRT Stock Holding History

Epic Trust Investment 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
2024 Q2	$349K	Buy	6,443 +255	+4%	+$13.9K	0.38%	71
2024 Q1	$358K	Buy	6,188 +31	+0.5%	+$1.59K	0.44%	59
2023 Q4	$302K	Sell	6,157 -145	-2%	-$6.85K	0.4%	71
2023 Q3	$272K	Buy	6,302 +2	+0%	+$89	0.43%	64
2023 Q2	$287K	Sell	6,300 -3,038	-33%	-$126K	0.41%	65
2023 Q1	$351K	Sell	9,338 -5,028	-35%	-$171K	0.43%	62
2022 Q4	$437K	Sell	14,366 -490	-3%	-$14.7K	0.66%	49
2022 Q3	$395K	Buy	+14,856	New	+$442K	0.55%	52

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

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Epic Trust Investment Advisors's CPRT Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Copart (CPRT) stake by 4.1% in Q2 2024, buying an estimated $13.9K and bringing the position to 6,443 shares worth $349K. The position accounts for 0.38% of the portfolio, ranked #71.

Epic Trust Investment Advisors first reported a position in CPRT in Q3 2022 and has held it in 8 quarters since. The position peaked at $437K in Q4 2022. 1,071 funds tracked by Wall St. Rank hold CPRT as of Q2 2024.

Epic Trust Investment Advisors held 6,443 shares of Copart worth $349K as of Q2 2024.
Epic Trust Investment Advisors bought 255 Copart shares in Q2 2024, an estimated $13.9K.
Copart made up 0.38% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #71 holding.
Epic Trust Investment Advisors first reported a position in Copart in Q3 2022 and has held it in 8 quarters since.
Epic Trust Investment Advisors's Copart position peaked at $437K in Q4 2022.
1,071 funds tracked by Wall St. Rank held Copart as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.