Old Well Partners’s Carvana CVNA Stock Holding History

Old Well Partners’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
2022 Q4	–	Sell	-149,250	Closed	-$606K	–	36
2022 Q3	$606K	Sell	149,250 -31,250	-17%	-$204K	0.5%	26
2022 Q2	$815K	Buy	180,500 +35,000	+24%	+$368K	0.65%	25
2022 Q1	$3.47M	Buy	+145,500	New	+$4.24M	2.33%	22
2021 Q2	–	Sell	-17,535	Closed	-$920K	–	41
2021 Q1	$920K	Sell	17,535 -1,500	-8%	-$82.7K	0.45%	24
2020 Q4	$912K	Sell	19,035 -2,000	-10%	-$91.4K	0.47%	24
2020 Q3	$938K	Sell	21,035 -49,250	-70%	-$1.75M	0.88%	21
2020 Q2	$1.69M	Sell	70,285 -62,195	-47%	-$1.16M	1.34%	18
2020 Q1	$1.46M	Sell	132,480 -74,500	-36%	-$1.15M	1.48%	17
2019 Q4	$3.81M	Buy	+206,980	New	+$3.46M	3.07%	14

Other funds holding CVNA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Old Well Partners's CVNA Position: Q4 2022 in Review

Old Well Partners sold out of Carvana (CVNA) in Q4 2022, closing a stake of 149,250 shares — an estimated $606K sold.

Old Well Partners first reported a position in CVNA in Q4 2019 and held it in 9 quarters. The position peaked at $3.81M in Q4 2019. 223 funds tracked by Wall St. Rank hold CVNA as of Q4 2022.

Old Well Partners reported no remaining Carvana position as of Q4 2022 after selling out during the quarter.
Old Well Partners sold 149,250 Carvana shares in Q4 2022, an estimated $606K.
Old Well Partners first reported a position in Carvana in Q4 2019 and held it in 9 quarters.
Old Well Partners's Carvana position peaked at $3.81M in Q4 2019.
223 funds tracked by Wall St. Rank held Carvana as of Q4 2022.

Based on Old Well Partners's 13F filing for Q4 2022, filed 14 Feb 2023.