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Ironwood Investment Management’s Avis CAR Stock Holding History

Ironwood Investment Management’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
2024
Q1 		– Sell
-1,224
Closed -$217K – 174
2023
Q4 		$217K Hold
1,224
– – 0.11% 145
2023
Q3 		$220K Hold
1,224
– – 0.13% 137
2023
Q2 		$280K Hold
1,224
– – 0.16% 128
2023
Q1 		$238K Hold
1,224
– – 0.15% 134
2022
Q4 		$201K Buy
+1,224
New +$246K 0.13% 143
2022
Q2 		– Sell
-1,319
Closed -$347K – 168
2022
Q1 		$347K Hold
1,319
– – 0.19% 130
2021
Q4 		$274K Buy
+1,319
New +$292K 0.14% 151

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ironwood Investment Management's CAR Position: Q1 2024 in Review

Ironwood Investment Management sold out of Avis (CAR) in Q1 2024, closing a stake of 1,224 shares — an estimated $217K sold.

Ironwood Investment Management first reported a position in CAR in Q4 2021 and held it in 7 quarters. The position peaked at $347K in Q1 2022. 261 funds tracked by Wall St. Rank hold CAR as of Q1 2024.

  • Ironwood Investment Management reported no remaining Avis position as of Q1 2024 after selling out during the quarter.
  • Ironwood Investment Management sold 1,224 Avis shares in Q1 2024, an estimated $217K.
  • Ironwood Investment Management first reported a position in Avis in Q4 2021 and held it in 7 quarters.
  • Ironwood Investment Management's Avis position peaked at $347K in Q1 2022.
  • 261 funds tracked by Wall St. Rank held Avis as of Q1 2024.

Based on Ironwood Investment Management's 13F filing for Q1 2024, filed 15 May 2024.