LOTZ — CARLOTZ INC
Reported value held$5.86M
Funds holding (latest)29
Sector—
LOTZ (CARLOTZ INC) is tracked on HoldingsHub across five years of quarterly 13F filings. 29 funds have reported positions historically, with the sum of their latest reported stakes valued at $5.86M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q3 2022 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.99M | $1.20M | 0.00% | Reduce |
| Renaissance Technologies history | 1.19M | $357.00K | 0.00% | Reduce |
| Geode Capital Management history | 1.00M | $300.00K | 0.00% | Add |
| Bank of America Corp history | 661.69K | $199.00K | 0.00% | Hold |
| Amundi US history | 516.77K | $157.00K | 0.00% | Hold |
| Millennium Management history | 410.77K | $123.00K | 0.00% | Reduce |
| Two Sigma Investments history | 273.85K | $82.00K | 0.00% | Reduce |
| Citadel Advisors history | 264.30K | $79.00K | 0.00% | Reduce |
| Northern Trust Corp history | 115.63K | $35.00K | 0.00% | Hold |
| Morgan Stanley history | 42.82K | $13.00K | 0.00% | Reduce |
| BNY Mellon history | 26.46K | $8.00K | 0.00% | Hold |
| Goldman Sachs Group history | 17.72K | $5.00K | 0.00% | Reduce |
| Wells Fargo & Co history | 14.47K | $4.00K | 0.00% | Add |
| UBS Group AG history | 12.83K | $3.00K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.00K | $0 | — | Reduce |
| JPMorgan Chase & Co history | 110 | $0 | — | Hold |
Q2 2022 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 4.14M | $1.63M | 0.00% | Add |
| Renaissance Technologies history | 2.25M | $885.00K | 0.00% | Add |
| Geode Capital Management history | 703.79K | $276.00K | 0.00% | Reduce |
| Bank of America Corp history | 662.17K | $260.00K | 0.00% | Reduce |
| Millennium Management history | 656.14K | $258.00K | 0.00% | New |
| Citadel Advisors history | 618.46K | $244.00K | 0.00% | Add |
| D. E. Shaw & Co history | 543.88K | $214.00K | 0.00% | Add |
| Amundi US history | 516.77K | $213.00K | 0.00% | Reduce |
| Two Sigma Investments history | 463.59K | $182.00K | 0.00% | New |
| Northern Trust Corp history | 115.63K | $46.00K | 0.00% | Reduce |
| Morgan Stanley history | 106.80K | $43.00K | 0.00% | Add |
| Goldman Sachs Group history | 102.58K | $41.00K | 0.00% | Add |
| BNY Mellon history | 26.46K | $10.00K | 0.00% | Reduce |
| Balyasny Asset Management history | 13.47K | $5.00K | 0.00% | New |
| Wells Fargo & Co history | 13.85K | $5.00K | 0.00% | Reduce |
| UBS Group AG history | 10.19K | $4.00K | 0.00% | Add |
| Citigroup Inc history | 3.63K | $2.00K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.76K | $0 | — | Reduce |
| JPMorgan Chase & Co history | 110 | $0 | — | Reduce |
Q1 2022 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 2.94M | $4.02M | 0.00% | Reduce |
| Geode Capital Management history | 1.23M | $1.68M | 0.00% | Add |
| Deutsche Bank AG history | 1.06M | $1.45M | 0.00% | Add |
| Renaissance Technologies history | 992.45K | $1.36M | 0.00% | Add |
| Bank of America Corp history | 720.82K | $988.00K | 0.00% | Reduce |
| Northern Trust Corp history | 628.96K | $862.00K | 0.00% | Reduce |
| Citadel Advisors history | 482.51K | $661.00K | 0.00% | Reduce |
| Wells Fargo & Co history | 478.40K | $655.00K | 0.00% | Reduce |
| Amundi US history | 543.19K | $629.00K | 0.00% | Hold |
| D. E. Shaw & Co history | 271.77K | $372.00K | 0.00% | Add |
| BNY Mellon history | 220.95K | $303.00K | 0.00% | Reduce |
| Charles Schwab Investment Management history | 184.00K | $253.00K | 0.00% | Hold |
| JPMorgan Chase & Co history | 138.86K | $190.00K | 0.00% | Reduce |
| Goldman Sachs Group history | 97.74K | $134.00K | 0.00% | Reduce |
| Morgan Stanley history | 86.46K | $118.00K | 0.00% | Reduce |
| Invesco Ltd history | 32.63K | $44.00K | 0.00% | Reduce |
| Legal & General Investment Management America history | 28.32K | $38.00K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 24.16K | $33.00K | 0.00% | Add |
| Manulife Financial history | 18.52K | $25.00K | 0.00% | Reduce |
| Janus Henderson Group history | 13.42K | $18.00K | 0.00% | New |
| Citigroup Inc history | 5.26K | $7.00K | 0.00% | Reduce |
| UBS Group AG history | 1.20K | $2.00K | 0.00% | Reduce |
Q4 2021 — 24 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.45M | $7.83M | 0.00% | Reduce |
| Citadel Advisors history | 1.23M | $2.80M | 0.00% | Add |
| Geode Capital Management history | 1.18M | $2.69M | 0.00% | Reduce |
| Bank of America Corp history | 738.79K | $1.68M | 0.00% | Add |
| Northern Trust Corp history | 663.07K | $1.50M | 0.00% | Add |
| Deutsche Bank AG history | 513.95K | $1.17M | 0.00% | Add |
| Amundi US history | 543.19K | $1.14M | 0.00% | Hold |
| Wells Fargo & Co history | 502.76K | $1.14M | 0.00% | Add |
| Point72 Asset Management history | 417.40K | $947.00K | 0.00% | New |
| JPMorgan Chase & Co history | 345.54K | $784.00K | 0.00% | Hold |
| BNY Mellon history | 227.00K | $515.00K | 0.00% | Add |
| Charles Schwab Investment Management history | 184.00K | $418.00K | 0.00% | Add |
| Goldman Sachs Group history | 169.14K | $384.00K | 0.00% | Add |
| D. E. Shaw & Co history | 165.74K | $376.00K | 0.00% | New |
| Morgan Stanley history | 121.30K | $275.00K | 0.00% | Reduce |
| Marshall Wace history | 58.11K | $132.00K | 0.00% | Add |
| Manulife Financial history | 41.24K | $94.00K | 0.00% | Hold |
| Invesco Ltd history | 34.32K | $78.00K | 0.00% | Add |
| Legal & General Investment Management America history | 28.32K | $65.00K | 0.00% | Hold |
| Citigroup Inc history | 19.62K | $45.00K | 0.00% | Add |
| Renaissance Technologies history | 15.00K | $34.00K | 0.00% | New |
| UBS Group AG history | 2.73K | $6.00K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.00K | $2.00K | 0.00% | New |
| PNC Financial Services history | 436 | $0 | — | Reduce |
Q3 2021 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.54M | $13.48M | 0.00% | Add |
| Geode Capital Management history | 1.32M | $5.01M | 0.00% | New |
| Bank of America Corp history | 724.56K | $2.76M | 0.00% | New |
| Northern Trust Corp history | 649.74K | $2.48M | 0.00% | New |
| Citadel Advisors history | 647.81K | $2.47M | 0.00% | New |
| Amundi US history | 543.19K | $2.07M | 0.00% | New |
| JPMorgan Chase & Co history | 345.45K | $1.31M | 0.00% | New |
| Morgan Stanley history | 227.98K | $868.00K | 0.00% | New |
| BNY Mellon history | 203.59K | $776.00K | 0.00% | New |
| Charles Schwab Investment Management history | 175.40K | $669.00K | 0.00% | New |
| T. Rowe Price Associates history | 44.26K | $169.00K | 0.00% | New |
| Goldman Sachs Group history | 42.84K | $163.00K | 0.00% | New |
| Deutsche Bank AG history | 41.17K | $157.00K | 0.00% | New |
| Manulife Financial history | 41.12K | $157.00K | 0.00% | New |
| Legal & General Investment Management America history | 28.32K | $108.00K | 0.00% | New |
| Invesco Ltd history | 22.39K | $86.00K | 0.00% | New |
| Marshall Wace history | 16.60K | $63.00K | 0.00% | New |
| Wells Fargo & Co history | 16.18K | $61.00K | 0.00% | New |
| Balyasny Asset Management history | 15.04K | $57.00K | 0.00% | New |
| Citigroup Inc history | 11.47K | $44.00K | 0.00% | New |
| UBS Group AG history | 1.20K | $5.00K | 0.00% | New |
| PNC Financial Services history | 888 | $3.00K | 0.00% | New |
Q2 2021 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 3.43M | $18.75M | 0.00% | Add |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 | Q2 2021 | Q1 2021 |
|---|---|---|---|---|---|---|---|
| Vanguard Group | 3.99M | 4.14M | 2.94M | 3.45M | 3.54M | 3.43M | 3.25M |
| Renaissance Technologies | 1.19M | 2.25M | 992.45K | 15.00K | — | — | — |
| Geode Capital Management | 1.00M | 703.79K | 1.23M | 1.18M | 1.32M | — | — |
| Bank of America Corp | 661.69K | 662.17K | 720.82K | 738.79K | 724.56K | — | — |
| Amundi US | 516.77K | 516.77K | 543.19K | 543.19K | 543.19K | — | — |
| Millennium Management | 410.77K | 656.14K | — | — | — | — | — |
| Two Sigma Investments | 273.85K | 463.59K | — | — | — | — | — |
| Citadel Advisors | 264.30K | 618.46K | 482.51K | 1.23M | 647.81K | — | — |
| Northern Trust Corp | 115.63K | 115.63K | 628.96K | 663.07K | 649.74K | — | — |
| Morgan Stanley | 42.82K | 106.80K | 86.46K | 121.30K | 227.98K | — | — |
| BNY Mellon | 26.46K | 26.46K | 220.95K | 227.00K | 203.59K | — | — |
| Goldman Sachs Group | 17.72K | 102.58K | 97.74K | 169.14K | 42.84K | — | — |
| Wells Fargo & Co | 14.47K | 13.85K | 478.40K | 502.76K | 16.18K | — | — |
| UBS Group AG | 12.83K | 10.19K | 1.20K | 2.73K | 1.20K | — | — |
| Point72 Asset Management | — | — | — | 417.40K | — | — | — |
| Fidelity Management & Research (FMR) | 1.00K | 1.76K | 24.16K | 1.00K | — | — | — |
| JPMorgan Chase & Co | 110 | 110 | 138.86K | 345.54K | 345.45K | — | — |
| Deutsche Bank AG | — | — | 1.06M | 513.95K | 41.17K | — | — |
| Balyasny Asset Management | — | 13.47K | — | — | 15.04K | — | — |
| Citigroup Inc | — | 3.63K | 5.26K | 19.62K | 11.47K | — | — |