Lee Financial’s Carvana CVNA Stock Holding History

Lee Financial’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
2023 Q1	–	Sell	-35	Closed	-$33	–	834
2022 Q4	$33	Hold	35	–	–	﹤0.01%	923
2022 Q3	$0	Hold	35	–	–	﹤0.01%	854
2022 Q2	$0	Buy	+35	New	+$368	﹤0.01%	878

Other funds holding CVNA

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

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

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

TCMNY

Thrive Capital Management (New York) New York $3.81B AUM 45.58% 1-Year Est. Return

Lee Financial's CVNA Position: Q1 2023 in Review

Lee Financial sold out of Carvana (CVNA) in Q1 2023, closing a stake of 35 shares — an estimated $33 sold.

Lee Financial first reported a position in CVNA in Q2 2022 and held it in 3 quarters. The position peaked at $33 in Q4 2022. 215 funds tracked by Wall St. Rank hold CVNA as of Q1 2023.

Lee Financial reported no remaining Carvana position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 35 Carvana shares in Q1 2023, an estimated $33.
Lee Financial first reported a position in Carvana in Q2 2022 and held it in 3 quarters.
Lee Financial's Carvana position peaked at $33 in Q4 2022.
215 funds tracked by Wall St. Rank held Carvana as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.