LifePlan Financial Group’s Copart CPRT Stock Holding History

LifePlan Financial 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
2020 Q3	$12K	Sell	460 -440	-49%	-$10.7K	0.01%	390
2020 Q2	$19K	Hold	900	–	–	0.01%	341
2020 Q1	$15K	Hold	900	–	–	0.01%	352
2019 Q4	$20K	Hold	900	–	–	0.01%	345
2019 Q3	$18K	Hold	900	–	–	0.01%	356
2019 Q2	$17K	Hold	900	–	–	0.01%	356
2019 Q1	$14K	Hold	900	–	–	0.01%	376
2018 Q4	$11K	Hold	900	–	–	0.01%	373
2018 Q3	$12K	Hold	900	–	–	0.01%	369
2018 Q2	$13K	Sell	900 -160	-15%	-$2.17K	0.01%	360
2018 Q1	$13K	Buy	+1,060	New	+$12.3K	0.01%	347

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

LifePlan Financial Group's CPRT Position: Q3 2020 in Review

LifePlan Financial Group reduced its Copart (CPRT) stake by 49% in Q3 2020, selling an estimated $10.7K and leaving 460 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #390.

LifePlan Financial Group first reported a position in CPRT in Q1 2018 and has held it in 11 quarters since. The position peaked at $20K in Q4 2019. 701 funds tracked by Wall St. Rank hold CPRT as of Q3 2020.

LifePlan Financial Group held 460 shares of Copart worth $12K as of Q3 2020.
LifePlan Financial Group sold 440 Copart shares in Q3 2020, an estimated $10.7K.
Copart made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #390 holding.
LifePlan Financial Group first reported a position in Copart in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Copart position peaked at $20K in Q4 2019.
701 funds tracked by Wall St. Rank held Copart as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.