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Rockbridge Investment Management’s Carvana CVNA Stock Holding History

Rockbridge Investment Management’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
2020
Q4 		– Sell
-150
Closed -$7K – 693
2020
Q3 		$7K Buy
150
+60
+67% +$2.13K ﹤0.01% 496
2020
Q2 		$2K Buy
+90
New +$1.69K ﹤0.01% 557

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return

Rockbridge Investment Management's CVNA Position: Q4 2020 in Review

Rockbridge Investment Management sold out of Carvana (CVNA) in Q4 2020, closing a stake of 150 shares — an estimated $7K sold.

Rockbridge Investment Management first reported a position in CVNA in Q2 2020 and held it in 2 quarters. The position peaked at $7K in Q3 2020. 403 funds tracked by Wall St. Rank hold CVNA as of Q4 2020.

  • Rockbridge Investment Management reported no remaining Carvana position as of Q4 2020 after selling out during the quarter.
  • Rockbridge Investment Management sold 150 Carvana shares in Q4 2020, an estimated $7K.
  • Rockbridge Investment Management first reported a position in Carvana in Q2 2020 and held it in 2 quarters.
  • Rockbridge Investment Management's Carvana position peaked at $7K in Q3 2020.
  • 403 funds tracked by Wall St. Rank held Carvana as of Q4 2020.

Based on Rockbridge Investment Management's 13F filing for Q4 2020, filed 4 Mar 2021.