Kowal Investment Group’s Copart CPRT Stock Holding History

Kowal Investment Group’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	$262K	Sell	4,993 -64	-1%	-$3.32K	0.05%	169
2024 Q2	$274K	Sell	5,057 -178	-3%	-$9.72K	0.05%	149
2024 Q1	$303K	Sell	5,235 -312	-6%	-$16K	0.07%	139
2023 Q4	$272K	Sell	5,547 -25	-0.4%	-$1.18K	0.06%	136
2023 Q3	$240K	Buy	5,572 +1,168	+27%	+$51.9K	0.06%	133
2023 Q2	$201K	Buy	+4,404	New	+$183K	0.05%	156
2022 Q1	–	Sell	-5,732	Closed	-$217K	–	127
2021 Q4	$217K	Buy	5,732 +612	+12%	+$22.7K	0.06%	108
2021 Q3	$178K	Buy	+5,120	New	+$183K	0.06%	104

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

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Kowal Investment Group's CPRT Position: Q3 2024 in Review

Kowal Investment Group reduced its Copart (CPRT) stake by 1.3% in Q3 2024, selling an estimated $3.32K and leaving 4,993 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #169.

Kowal Investment Group first reported a position in CPRT in Q3 2021 and has held it in 8 quarters since. The position peaked at $303K in Q1 2024. 1,085 funds tracked by Wall St. Rank hold CPRT as of Q3 2024.

Kowal Investment Group held 4,993 shares of Copart worth $262K as of Q3 2024.
Kowal Investment Group sold 64 Copart shares in Q3 2024, an estimated $3.32K.
Copart made up 0.05% of Kowal Investment Group's portfolio in Q3 2024, its #169 holding.
Kowal Investment Group first reported a position in Copart in Q3 2021 and has held it in 8 quarters since.
Kowal Investment Group's Copart position peaked at $303K in Q1 2024.
1,085 funds tracked by Wall St. Rank held Copart as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.