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Lenox Wealth Management’s Carvana CVNA Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$69K Sell
2,895
-1,755
-38% -$32.9K 0.02% 224
2020
Q1 		$51K Buy
+4,650
New +$72K 0.02% 243

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Lenox Wealth Management reduced its Carvana (CVNA) stake by 38% in Q2 2020, selling an estimated $32.9K and leaving 2,895 shares worth $69K. The position accounts for 0.02% of the portfolio, ranked #224.

Lenox Wealth Management first reported a position in CVNA in Q1 2020 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold CVNA as of Q2 2020.

  • Lenox Wealth Management held 2,895 shares of Carvana worth $69K as of Q2 2020.
  • Lenox Wealth Management sold 1,755 Carvana shares in Q2 2020, an estimated $32.9K.
  • Carvana made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #224 holding.
  • Lenox Wealth Management first reported a position in Carvana in Q1 2020 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held Carvana as of Q2 2020.

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