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Sowell Financial Services’s CarGurus CARG Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-179
Closed -$4K – 857
2021
Q1 		$4K Sell
179
-74
-29% -$2.15K ﹤0.01% 2650
2020
Q4 		$8K Buy
253
+87
+52% +$2.15K ﹤0.01% 2099
2020
Q3 		$4K Buy
166
+22
+15% +$563 ﹤0.01% 2039
2020
Q2 		$4K Buy
144
+8
+6% +$186 ﹤0.01% 1943
2020
Q1 		$3K Hold
136
– – ﹤0.01% 1963
2019
Q4 		$5K Hold
136
– – ﹤0.01% 1890
2019
Q3 		$4K Buy
+136
New +$4.63K ﹤0.01% 1812

Other funds holding CARG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
SC
Spinnaker Capital Boston, Massachusetts $1.08M AUM 45.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Sowell Financial Services's CARG Position: Q2 2021 in Review

Sowell Financial Services sold out of CarGurus (CARG) in Q2 2021, closing a stake of 179 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in CARG in Q3 2019 and held it in 7 quarters. The position peaked at $8K in Q4 2020. 199 funds tracked by Wall St. Rank hold CARG as of Q2 2021.

  • Sowell Financial Services reported no remaining CarGurus position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 179 CarGurus shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in CarGurus in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's CarGurus position peaked at $8K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held CarGurus as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.