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Sugarloaf Wealth Management’s Carvana CVNA Stock Holding History

Sugarloaf Wealth Management’s Portfolio CVNA Stock Details CVNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$37.6K Hold
925
– – 0.01% 333
2024
Q3 		$32.2K Buy
+925
New +$26.6K 0.01% 353
2020
Q2 		– Sell
-1,650
Closed -$18K – 682
2020
Q1 		$18K Buy
1,650
+650
+65% +$10.1K 0.01% 344
2019
Q4 		$18K Buy
+1,000
New +$16.7K 0.01% 383

Other funds holding CVNA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sugarloaf Wealth Management's CVNA Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Carvana (CVNA) position steady in Q4 2024 at 925 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #333.

Sugarloaf Wealth Management first reported a position in CVNA in Q4 2019 and has held it in 4 quarters since. 585 funds tracked by Wall St. Rank hold CVNA as of Q4 2024.

  • Sugarloaf Wealth Management held 925 shares of Carvana worth $37.6K as of Q4 2024.
  • Sugarloaf Wealth Management left its Carvana share count unchanged in Q4 2024.
  • Carvana made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #333 holding.
  • Sugarloaf Wealth Management first reported a position in Carvana in Q4 2019 and has held it in 4 quarters since.
  • 585 funds tracked by Wall St. Rank held Carvana as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.