Homrich & Berg’s Carvana CVNA Stock Holding History

Homrich & Berg’s Portfolio CVNA Stock Details CVNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$313K	Hold	5,185	–	–	0.01%	356
2021 Q2	$313K	Buy	5,185 +60	+1%	+$3.26K	0.01%	358
2021 Q1	$269K	Hold	5,125	–	–	0.01%	354
2020 Q4	$246K	Buy	+5,125	New	+$234K	0.01%	357

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SHIM

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

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

Homrich & Berg's CVNA Position: Q3 2021 in Review

Homrich & Berg held its Carvana (CVNA) position steady in Q3 2021 at 5,185 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #356.

Homrich & Berg first reported a position in CVNA in Q4 2020 and has held it in 4 quarters since. 440 funds tracked by Wall St. Rank hold CVNA as of Q3 2021.

Homrich & Berg held 5,185 shares of Carvana worth $313K as of Q3 2021.
Homrich & Berg left its Carvana share count unchanged in Q3 2021.
Carvana made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #356 holding.
Homrich & Berg first reported a position in Carvana in Q4 2020 and has held it in 4 quarters since.
440 funds tracked by Wall St. Rank held Carvana as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.