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Lloyd Advisory Services’s Copart CPRT Stock Holding History

Lloyd Advisory Services’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
2023
Q4 		– Sell
-20,529
Closed -$885K – 186
2023
Q3 		$885K Buy
+20,529
New +$913K 0.29% 80
2020
Q1 		– Sell
-32
Closed -$1K – 292
2019
Q4 		$1K Buy
+32
New +$683 ﹤0.01% 324

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lloyd Advisory Services's CPRT Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Copart (CPRT) in Q4 2023, closing a stake of 20,529 shares — an estimated $885K sold.

Lloyd Advisory Services first reported a position in CPRT in Q4 2019 and held it in 2 quarters. The position peaked at $885K in Q3 2023. 1,046 funds tracked by Wall St. Rank hold CPRT as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Copart position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 20,529 Copart shares in Q4 2023, an estimated $885K.
  • Lloyd Advisory Services first reported a position in Copart in Q4 2019 and held it in 2 quarters.
  • Lloyd Advisory Services's Copart position peaked at $885K in Q3 2023.
  • 1,046 funds tracked by Wall St. Rank held Copart as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.