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Waverly Advisors’s Credit Acceptance CACC Stock Holding History

Waverly Advisors’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
2024
Q2 		– Sell
-1,030
Closed -$568K – 805
2024
Q1 		$568K Hold
1,030
– – 0.01% 459
2023
Q4 		$549K Buy
+1,030
New +$463K 0.02% 284

Other funds holding CACC

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
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
BlackRock
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
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Waverly Advisors's CACC Position: Q2 2024 in Review

Waverly Advisors sold out of Credit Acceptance (CACC) in Q2 2024, closing a stake of 1,030 shares — an estimated $568K sold.

Waverly Advisors first reported a position in CACC in Q4 2023 and held it in 2 quarters. The position peaked at $568K in Q1 2024. 231 funds tracked by Wall St. Rank hold CACC as of Q2 2024.

  • Waverly Advisors reported no remaining Credit Acceptance position as of Q2 2024 after selling out during the quarter.
  • Waverly Advisors sold 1,030 Credit Acceptance shares in Q2 2024, an estimated $568K.
  • Waverly Advisors first reported a position in Credit Acceptance in Q4 2023 and held it in 2 quarters.
  • Waverly Advisors's Credit Acceptance position peaked at $568K in Q1 2024.
  • 231 funds tracked by Wall St. Rank held Credit Acceptance as of Q2 2024.

Based on Waverly Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.