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Essential Planning’s Avis CAR Stock Holding History

Essential Planning’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,290
Closed -$391K – 104
2024
Q4 		$391K Buy
+4,290
New +$391K ﹤0.01% 284

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Essential Planning's CAR Position: Q1 2025 in Review

Essential Planning sold out of Avis (CAR) in Q1 2025, closing a stake of 4,290 shares — an estimated $391K sold.

Essential Planning first reported a position in CAR in Q4 2024 and held it in 1 quarter. The position peaked at $391K in Q4 2024. 263 funds tracked by Wall St. Rank hold CAR as of Q1 2025.

  • Essential Planning reported no remaining Avis position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 4,290 Avis shares in Q1 2025, an estimated $391K.
  • Essential Planning first reported a position in Avis in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Avis position peaked at $391K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held Avis as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.