SGCIA
CARG icon

Smith Graham & Co Investment Advisors’s CarGurus CARG Stock Holding History

Smith Graham & Co Investment Advisors’s Portfolio CARG Stock Details CARG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$7.52M Buy
311,160
+24,934
+9% +$501K 0.87% 37
2023
Q3 		$5.01M Buy
+286,226
New +$5.66M 0.62% 77

Other funds holding CARG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smith Graham & Co Investment Advisors's CARG Position: Q4 2023 in Review

Smith Graham & Co Investment Advisors increased its CarGurus (CARG) stake by 8.7% in Q4 2023, buying an estimated $501K and bringing the position to 311,160 shares worth $7.52M. The position accounts for 0.87% of the portfolio, ranked #37.

Smith Graham & Co Investment Advisors first reported a position in CARG in Q3 2023 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold CARG as of Q4 2023.

  • Smith Graham & Co Investment Advisors held 311,160 shares of CarGurus worth $7.52M as of Q4 2023.
  • Smith Graham & Co Investment Advisors bought 24,934 CarGurus shares in Q4 2023, an estimated $501K.
  • CarGurus made up 0.87% of Smith Graham & Co Investment Advisors's portfolio in Q4 2023, its #37 holding.
  • Smith Graham & Co Investment Advisors first reported a position in CarGurus in Q3 2023 and has held it in 2 quarters since.
  • 242 funds tracked by Wall St. Rank held CarGurus as of Q4 2023.

Based on Smith Graham & Co Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.