Okabena Investment Services’s Carvana CVNA Stock Holding History

Okabena Investment Services’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
2025 Q3	–	Sell	-8,430	Closed	-$568K	–	141
2025 Q2	$568K	Buy	+8,430	New	+$462K	0.13%	94
2022 Q2	–	Sell	-42,315	Closed	-$1.01M	–	177
2022 Q1	$1.01M	Buy	42,315 +37,105	+712%	+$1.08M	0.43%	64
2021 Q4	$242K	Sell	5,210 -11,315	-68%	-$622K	0.09%	99
2021 Q3	$997K	Buy	+16,525	New	+$1.1M	0.52%	51
2021 Q2	–	Sell	-20,110	Closed	-$1.05M	–	95
2021 Q1	$1.05M	Sell	20,110 -2,055	-9%	-$113K	0.57%	45
2020 Q4	$1.06M	Buy	+22,165	New	+$1.01M	0.62%	48

Other funds holding CVNA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Okabena Investment Services's CVNA Position: Q3 2025 in Review

Okabena Investment Services sold out of Carvana (CVNA) in Q3 2025, closing a stake of 8,430 shares — an estimated $568K sold.

Okabena Investment Services first reported a position in CVNA in Q4 2020 and held it in 6 quarters. The position peaked at $1.06M in Q4 2020. 776 funds tracked by Wall St. Rank hold CVNA as of Q3 2025.

Okabena Investment Services reported no remaining Carvana position as of Q3 2025 after selling out during the quarter.
Okabena Investment Services sold 8,430 Carvana shares in Q3 2025, an estimated $568K.
Okabena Investment Services first reported a position in Carvana in Q4 2020 and held it in 6 quarters.
Okabena Investment Services's Carvana position peaked at $1.06M in Q4 2020.
776 funds tracked by Wall St. Rank held Carvana as of Q3 2025.

Based on Okabena Investment Services's 13F filing for Q3 2025, filed 12 Nov 2025.