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Lenox Wealth Management’s Copart CPRT Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$4K Sell
204
-116
-36% -$2.33K ﹤0.01% 552
2020
Q1 		$5K Buy
+320
New +$7.12K ﹤0.01% 489

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lenox Wealth Management's CPRT Position: Q2 2020 in Review

Lenox Wealth Management reduced its Copart (CPRT) stake by 36% in Q2 2020, selling an estimated $2.33K and leaving 204 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Lenox Wealth Management first reported a position in CPRT in Q1 2020 and has held it in 2 quarters since. The position peaked at $5K in Q1 2020. 683 funds tracked by Wall St. Rank hold CPRT as of Q2 2020.

  • Lenox Wealth Management held 204 shares of Copart worth $4K as of Q2 2020.
  • Lenox Wealth Management sold 116 Copart shares in Q2 2020, an estimated $2.33K.
  • Copart made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #552 holding.
  • Lenox Wealth Management first reported a position in Copart in Q1 2020 and has held it in 2 quarters since.
  • Lenox Wealth Management's Copart position peaked at $5K in Q1 2020.
  • 683 funds tracked by Wall St. Rank held Copart as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.