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MorganRosel Wealth Management’s Credit Acceptance CACC Stock Holding History

MorganRosel Wealth Management’s Portfolio CACC Stock Details CACC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,603
Closed -$709K – 69
2019
Q4 		$709K Sell
1,603
-97
-6% -$42.7K 0.54% 41
2019
Q3 		$784K Sell
1,700
-75
-4% -$35.4K 0.64% 30
2019
Q2 		$859K Sell
1,775
-79
-4% -$37.5K 0.71% 29
2019
Q1 		$838K Sell
1,854
-178
-9% -$76.6K 0.71% 28
2018
Q4 		$776K Buy
+2,032
New +$818K 0.8% 29

Other funds holding CACC

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.31B AUM 8.32% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

MorganRosel Wealth Management's CACC Position: Q1 2020 in Review

MorganRosel Wealth Management sold out of Credit Acceptance (CACC) in Q1 2020, closing a stake of 1,603 shares — an estimated $709K sold.

MorganRosel Wealth Management first reported a position in CACC in Q4 2018 and held it in 5 quarters. The position peaked at $859K in Q2 2019. 197 funds tracked by Wall St. Rank hold CACC as of Q1 2020.

  • MorganRosel Wealth Management reported no remaining Credit Acceptance position as of Q1 2020 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,603 Credit Acceptance shares in Q1 2020, an estimated $709K.
  • MorganRosel Wealth Management first reported a position in Credit Acceptance in Q4 2018 and held it in 5 quarters.
  • MorganRosel Wealth Management's Credit Acceptance position peaked at $859K in Q2 2019.
  • 197 funds tracked by Wall St. Rank held Credit Acceptance as of Q1 2020.

Based on MorganRosel Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.