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Next Financial Group’s Copart CPRT Stock Holding History

Next 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
2021
Q4 		$633K Buy
16,692
+6,672
+67% +$248K 0.04% 449
2021
Q3 		$347K Hold
10,020
– – 0.03% 605
2021
Q2 		$330K Sell
10,020
-100
-1% -$3.1K 0.03% 627
2021
Q1 		$275K Buy
10,120
+448
+5% +$12.6K 0.02% 663
2020
Q4 		$307K Sell
9,672
-224
-2% -$6.53K 0.03% 558
2020
Q3 		$261K Sell
9,896
-500
-5% -$12.1K 0.03% 536
2020
Q2 		$216K Sell
10,396
-776
-7% -$15.6K 0.03% 515
2020
Q1 		$191K Sell
11,172
-6,236
-36% -$139K 0.02% 548
2019
Q4 		$396K Sell
17,408
-8,408
-33% -$179K 0.04% 422
2019
Q3 		$518K Buy
25,816
+400
+2% +$7.76K 0.06% 346
2019
Q2 		$475K Sell
25,416
-3,832
-13% -$65.8K 0.05% 357
2019
Q1 		$443K Buy
29,248
+28,856
+7,361% +$392K 0.11% 140
2018
Q4 		$5K Hold
392
– – ﹤0.01% 1537
2018
Q3 		$5K Buy
+392
New +$5.86K ﹤0.01% 1151
2017
Q4 		– Sell
-392
Closed -$4K – 471
2017
Q3 		$4K Hold
392
– – ﹤0.01% 1471
2017
Q2 		$3K Sell
392
-392
-50% -$3K ﹤0.01% 1655
2017
Q1 		$3K Buy
784
+392
+100% +$2.88K ﹤0.01% 1617
2016
Q4 		$3K Hold
392
– – ﹤0.01% 2070
2016
Q3 		$3K Hold
392
– – ﹤0.01% 2058
2016
Q2 		$2K Hold
392
– – ﹤0.01% 1572
2016
Q1 		$1K Hold
392
– – ﹤0.01% 1614
2015
Q4 		$1K Hold
392
– – ﹤0.01% 1663
2015
Q3 		$1K Hold
392
– – ﹤0.01% 1691
2015
Q2 		$1K Hold
392
– – ﹤0.01% 1749
2015
Q1 		$1K Hold
392
– – ﹤0.01% 1759
2014
Q4 		$2K Hold
392
– – ﹤0.01% 1707
2014
Q3 		$2K Hold
392
– – ﹤0.01% 2292
2014
Q2 		$2K Buy
+392
New +$1.77K ﹤0.01% 1052

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Next Financial Group's CPRT Position: Q4 2021 in Review

Next Financial Group increased its Copart (CPRT) stake by 67% in Q4 2021, buying an estimated $248K and bringing the position to 16,692 shares worth $633K. The position accounts for 0.04% of the portfolio, ranked #449.

Next Financial Group first reported a position in CPRT in Q2 2014 and has held it in 28 quarters since. 847 funds tracked by Wall St. Rank hold CPRT as of Q4 2021.

  • Next Financial Group held 16,692 shares of Copart worth $633K as of Q4 2021.
  • Next Financial Group bought 6,672 Copart shares in Q4 2021, an estimated $248K.
  • Copart made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #449 holding.
  • Next Financial Group first reported a position in Copart in Q2 2014 and has held it in 28 quarters since.
  • 847 funds tracked by Wall St. Rank held Copart as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.