Safeguard Financial’s Copart CPRT Stock Holding History

Safeguard Financial’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
2023 Q3	–	Sell	-20	Closed	-$1K	–	160
2023 Q2	$1K	Buy	+20	New	+$829	﹤0.01%	503

Other funds holding CPRT

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Safeguard Financial's CPRT Position: Q3 2023 in Review

Safeguard Financial sold out of Copart (CPRT) in Q3 2023, closing a stake of 20 shares — an estimated $1K sold.

Safeguard Financial first reported a position in CPRT in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 982 funds tracked by Wall St. Rank hold CPRT as of Q3 2023.

Safeguard Financial reported no remaining Copart position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 20 Copart shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in Copart in Q2 2023 and held it in 1 quarter.
Safeguard Financial's Copart position peaked at $1K in Q2 2023.
982 funds tracked by Wall St. Rank held Copart as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.