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Steward Financial Group’s Copart CPRT Stock Holding History

Steward Financial Group’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 		$14K Hold
342
– – ﹤0.01% 304
2023
Q2 		$15K Buy
+342
New +$14.2K ﹤0.01% 285
2022
Q3 		– Sell
-52
Closed -$1K – 352
2022
Q2 		$1K Buy
+52
New +$1.48K ﹤0.01% 703

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Steward Financial Group's CPRT Position: Q3 2023 in Review

Steward Financial Group held its Copart (CPRT) position steady in Q3 2023 at 342 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Steward Financial Group first reported a position in CPRT in Q2 2022 and has held it in 3 quarters since. The position peaked at $15K in Q2 2023. 982 funds tracked by Wall St. Rank hold CPRT as of Q3 2023.

  • Steward Financial Group held 342 shares of Copart worth $14K as of Q3 2023.
  • Steward Financial Group left its Copart share count unchanged in Q3 2023.
  • Copart made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #304 holding.
  • Steward Financial Group first reported a position in Copart in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Copart position peaked at $15K in Q2 2023.
  • 982 funds tracked by Wall St. Rank held Copart as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.