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Squar Milner Financial Services’s Copart CPRT Stock Holding History

Squar Milner Financial Services’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
2020
Q2 		– Sell
-4,856
Closed -$83K – 315
2020
Q1 		$83K Buy
4,856
+724
+18% +$16.1K 0.05% 302
2019
Q4 		$93K Sell
4,132
-4,004
-49% -$85.5K 0.05% 339
2019
Q3 		$214K Buy
8,136
+7,548
+1,284% +$147K 0.11% 201
2019
Q2 		$11K Sell
588
-748
-56% -$12.8K 0.01% 510
2019
Q1 		$20K Buy
1,336
+1,000
+298% +$13.6K 0.01% 427
2018
Q4 		$4K Sell
336
-1,100
-77% -$13.6K ﹤0.01% 590
2018
Q3 		$18K Hold
1,436
– – 0.02% 422
2018
Q2 		$20K Buy
+1,436
New +$19.5K 0.02% 480

Other funds holding CPRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Squar Milner Financial Services's CPRT Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Copart (CPRT) in Q2 2020, closing a stake of 4,856 shares — an estimated $83K sold.

Squar Milner Financial Services first reported a position in CPRT in Q2 2018 and held it in 8 quarters. The position peaked at $214K in Q3 2019. 684 funds tracked by Wall St. Rank hold CPRT as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Copart position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 4,856 Copart shares in Q2 2020, an estimated $83K.
  • Squar Milner Financial Services first reported a position in Copart in Q2 2018 and held it in 8 quarters.
  • Squar Milner Financial Services's Copart position peaked at $214K in Q3 2019.
  • 684 funds tracked by Wall St. Rank held Copart as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.