SGI
CARG icon

Summit Global Investments’s CarGurus CARG Stock Holding History

Summit Global Investments’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
2026
Q1 		$1.25M Sell
36,582
-120
-0.3% -$3.93K 0.07% 143
2025
Q4 		$1.41M Sell
36,702
-217
-0.6% -$7.82K 0.08% 130
2025
Q3 		$1.37M Buy
36,919
+3,614
+11% +$123K 0.08% 127
2025
Q2 		$1.11M Buy
33,305
+570
+2% +$17.2K 0.07% 178
2025
Q1 		$954K Buy
32,735
+1,275
+4% +$44.7K 0.07% 176
2024
Q4 		$1.15M Buy
+31,460
New +$1.08M 0.07% 188
2024
Q2 		– Sell
-11,886
Closed -$274K – 507
2024
Q1 		$274K Sell
11,886
-33,194
-74% -$768K 0.02% 419
2023
Q4 		$1.09M Sell
45,080
-10,420
-19% -$209K 0.07% 224
2023
Q3 		$972K Buy
+55,500
New +$1.1M 0.06% 228
2021
Q3 		– Sell
-26,460
Closed -$694K – 477
2021
Q2 		$694K Sell
26,460
-6,800
-20% -$177K 0.04% 287
2021
Q1 		$793K Buy
+33,260
New +$964K 0.05% 232

Other funds holding CARG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Prevatt Capital Nassau, Bahamas $371M AUM 9.39% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return