Surevest’s Copart CPRT Stock Holding History

Surevest’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
2022 Q3	–	Sell	-16	Closed	–	–	523
2022 Q2	$0	Hold	16	–	–	﹤0.01%	564
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	443
2021 Q4	$1K	Buy	+16	New	+$594	﹤0.01%	452

Other funds holding CPRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Surevest's CPRT Position: Q3 2022 in Review

Surevest sold out of Copart (CPRT) in Q3 2022, closing a stake of 16 shares.

Surevest first reported a position in CPRT in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 823 funds tracked by Wall St. Rank hold CPRT as of Q3 2022.

Surevest reported no remaining Copart position as of Q3 2022 after selling out during the quarter.
Surevest sold 16 Copart shares in Q3 2022.
Surevest first reported a position in Copart in Q4 2021 and held it in 3 quarters.
Surevest's Copart position peaked at $1K in Q1 2022.
823 funds tracked by Wall St. Rank held Copart as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.