Gries Financial’s Copart CPRT Stock Holding History

Gries Financial’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
2025 Q3	$391K	Buy	8,703 +302	+4%	+$14.2K	0.06%	200
2025 Q2	$412K	Sell	8,401 -339	-4%	-$19K	0.08%	185
2025 Q1	$495K	Sell	8,740 -65	-0.7%	-$3.66K	0.1%	165
2024 Q4	$505K	Buy	8,805 +368	+4%	+$21K	0.09%	166
2024 Q3	$442K	Sell	8,437 -129	-2%	-$6.7K	0.08%	170
2024 Q2	$464K	Buy	8,566 +21	+0.2%	+$1.15K	0.1%	154
2024 Q1	$495K	Sell	8,545 -7,960	-48%	-$409K	0.08%	174
2023 Q4	$809K	Buy	16,505 +223	+1%	+$10.5K	0.18%	101
2023 Q3	$702K	Buy	16,282 +282	+2%	+$12.5K	0.19%	105
2023 Q2	$730K	Hold	16,000	–	–	0.2%	93
2023 Q1	$602K	Hold	16,000	–	–	0.18%	103
2022 Q4	$487K	Hold	16,000	–	–	0.16%	103
2022 Q3	$426K	Hold	16,000	–	–	0.18%	103
2022 Q2	$435K	Hold	16,000	–	–	0.21%	88
2022 Q1	$502K	Hold	16,000	–	–	0.18%	105
2021 Q4	$606K	Hold	16,000	–	–	0.25%	98
2021 Q3	$555K	Hold	16,000	–	–	0.17%	105
2021 Q2	$593K	Hold	16,000	–	–	0.19%	98
2021 Q1	$482K	Buy	+16,000	New	+$451K	0.15%	109

Other funds holding CPRT

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

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return