Kelly Financial Services’s Copart CPRT Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-2,200	Closed	-$119K	–	230
2024 Q2	$119K	Hold	2,200	–	–	0.04%	135
2024 Q1	$127K	Hold	2,200	–	–	0.05%	134
2023 Q4	$108K	Hold	2,200	–	–	0.04%	132
2023 Q3	$94.8K	Hold	2,200	–	–	0.04%	131
2023 Q2	$100K	Hold	2,200	–	–	0.05%	120
2023 Q1	$82.7K	Hold	2,200	–	–	0.04%	136
2022 Q4	$67K	Hold	2,200	–	–	0.04%	145
2022 Q3	$58.5K	Hold	2,200	–	–	0.03%	145
2022 Q2	$59.8K	Hold	2,200	–	–	0.03%	144
2022 Q1	$69K	Hold	2,200	–	–	0.03%	147
2021 Q4	$83.4K	Hold	2,200	–	–	0.04%	135
2021 Q3	$76.3K	Hold	2,200	–	–	0.04%	125
2021 Q2	$72.5K	Hold	2,200	–	–	0.04%	125
2021 Q1	$59.7K	Hold	2,200	–	–	0.04%	111
2020 Q4	$70K	Hold	2,200	–	–	0.05%	96
2020 Q3	$57.8K	Hold	2,200	–	–	0.04%	89
2020 Q2	$45.8K	Hold	2,200	–	–	0.04%	97
2020 Q1	$37.7K	Hold	2,200	–	–	0.05%	92
2019 Q4	$50K	Hold	2,200	–	–	0.04%	84
2019 Q3	$44.2K	Hold	2,200	–	–	0.04%	88
2019 Q2	$41.1K	Hold	2,200	–	–	0.04%	91
2019 Q1	$33.3K	Buy	+2,200	New	+$29.9K	0.04%	108

Other funds holding CPRT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kelly Financial Services's CPRT Position: Q3 2024 in Review

Kelly Financial Services sold out of Copart (CPRT) in Q3 2024, closing a stake of 2,200 shares — an estimated $119K sold.

Kelly Financial Services first reported a position in CPRT in Q1 2019 and held it in 22 quarters. The position peaked at $127K in Q1 2024. 1,086 funds tracked by Wall St. Rank hold CPRT as of Q3 2024.

Kelly Financial Services reported no remaining Copart position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 2,200 Copart shares in Q3 2024, an estimated $119K.
Kelly Financial Services first reported a position in Copart in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Copart position peaked at $127K in Q1 2024.
1,086 funds tracked by Wall St. Rank held Copart as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.