Transform Wealth’s Credit Acceptance CACC Stock Holding History

Transform Wealth’s Portfolio CACC Stock Details CACC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-910	Closed	-$501K	–	202
2022 Q1	$501K	Sell	910 -20	-2%	-$10.9K	0.06%	155
2021 Q4	$640K	Sell	930 -420	-31%	-$270K	0.07%	144
2021 Q3	$790K	Sell	1,350 -150	-10%	-$81.7K	0.09%	131
2021 Q2	$681K	Buy	+1,500	New	+$615K	0.08%	151
2020 Q4	–	Sell	-970	Closed	-$328K	–	200
2020 Q3	$328K	Buy	970 +50	+5%	+$21K	0.05%	171
2020 Q2	$385K	Buy	920 +40	+5%	+$13.9K	0.07%	165
2020 Q1	$225K	Hold	880	–	–	0.05%	190
2019 Q4	$389K	Buy	880 +115	+15%	+$50.7K	0.06%	172
2019 Q3	$353K	Hold	765	–	–	0.06%	164
2019 Q2	$370K	Hold	765	–	–	0.05%	192
2019 Q1	$346K	Buy	765 +70	+10%	+$30.1K	0.06%	135
2018 Q4	$265K	Hold	695	–	–	0.05%	153
2018 Q3	$304K	Hold	695	–	–	0.05%	160
2018 Q2	$246K	Hold	695	–	–	0.04%	195
2018 Q1	$230K	Hold	695	–	–	0.04%	218
2017 Q4	$225K	Buy	+695	New	+$207K	0.04%	230

Other funds holding CACC

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Gobi Capital San Francisco, California $1.8B AUM 7.28% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

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

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

RV Capital Schindellegi, Switzerland $383M AUM 21.52% 1-Year Est. Return

Transform Wealth's CACC Position: Q2 2022 in Review

Transform Wealth sold out of Credit Acceptance (CACC) in Q2 2022, closing a stake of 910 shares — an estimated $501K sold.

Transform Wealth first reported a position in CACC in Q4 2017 and held it in 16 quarters. The position peaked at $790K in Q3 2021. 244 funds tracked by Wall St. Rank hold CACC as of Q2 2022.

Transform Wealth reported no remaining Credit Acceptance position as of Q2 2022 after selling out during the quarter.
Transform Wealth sold 910 Credit Acceptance shares in Q2 2022, an estimated $501K.
Transform Wealth first reported a position in Credit Acceptance in Q4 2017 and held it in 16 quarters.
Transform Wealth's Credit Acceptance position peaked at $790K in Q3 2021.
244 funds tracked by Wall St. Rank held Credit Acceptance as of Q2 2022.

Based on Transform Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.