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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

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BlackRock
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JP Morgan Chase
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.04B AUM 91.14% 1-Year Est. Return