Heritage Trust’s Copart CPRT Stock Holding History

Heritage 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
2017 Q2	–	Sell	-42,880	Closed	-$332K	–	325
2017 Q1	$332K	Buy	+42,880	New	+$315K	0.13%	90

Other funds holding CPRT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Heritage Trust's CPRT Position: Q2 2017 in Review

Heritage Trust sold out of Copart (CPRT) in Q2 2017, closing a stake of 42,880 shares — an estimated $332K sold.

Heritage Trust first reported a position in CPRT in Q1 2017 and held it in 1 quarter. The position peaked at $332K in Q1 2017. 353 funds tracked by Wall St. Rank hold CPRT as of Q2 2017.

Heritage Trust reported no remaining Copart position as of Q2 2017 after selling out during the quarter.
Heritage Trust sold 42,880 Copart shares in Q2 2017, an estimated $332K.
Heritage Trust first reported a position in Copart in Q1 2017 and held it in 1 quarter.
Heritage Trust's Copart position peaked at $332K in Q1 2017.
353 funds tracked by Wall St. Rank held Copart as of Q2 2017.

Based on Heritage Trust's 13F filing for Q2 2017, filed 9 Aug 2017.