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Advisory Research’s Cavco Industries CVCO Stock Holding History

Advisory Research’s Portfolio CVCO Stock Details CVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9,181
Closed -$2.71M – 437
2023
Q2 		$2.71M Buy
9,181
+4,506
+96% +$1.3M 0.35% 83
2023
Q1 		$1.49M Buy
4,675
+2,409
+106% +$667K 0.24% 104
2022
Q4 		$513K Buy
+2,266
New +$503K 0.05% 244
2020
Q1 		– Sell
-6,299
Closed -$1.23M – 293
2019
Q4 		$1.23M Sell
6,299
-2,093
-25% -$410K 0.06% 162
2019
Q3 		$1.61M Buy
+8,392
New +$1.49M 0.08% 135
2019
Q1 		– Sell
-4,018
Closed -$524K – 353
2018
Q4 		$524K Sell
4,018
-4,147
-51% -$750K 0.01% 289
2018
Q3 		$2.07M Sell
8,165
-1,170
-13% -$271K 0.03% 196
2018
Q2 		$1.94M Buy
9,335
+863
+10% +$162K 0.03% 212
2018
Q1 		$1.47M Sell
8,472
-1,532
-15% -$253K 0.03% 237
2017
Q4 		$1.53M Sell
10,004
-3,365
-25% -$505K 0.03% 243
2017
Q3 		$1.97M Buy
13,369
+1,869
+16% +$249K 0.03% 219
2017
Q2 		$1.49M Sell
11,500
-6,297
-35% -$752K 0.02% 266
2017
Q1 		$2.07M Sell
17,797
-4,922
-22% -$534K 0.03% 245
2016
Q4 		$2.27M Buy
+22,719
New +$2.19M 0.03% 199

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's CVCO Position: Q3 2023 in Review

Advisory Research sold out of Cavco Industries (CVCO) in Q3 2023, closing a stake of 9,181 shares — an estimated $2.71M sold.

Advisory Research first reported a position in CVCO in Q4 2016 and held it in 14 quarters. The position peaked at $2.71M in Q2 2023. 253 funds tracked by Wall St. Rank hold CVCO as of Q3 2023.

  • Advisory Research reported no remaining Cavco Industries position as of Q3 2023 after selling out during the quarter.
  • Advisory Research sold 9,181 Cavco Industries shares in Q3 2023, an estimated $2.71M.
  • Advisory Research first reported a position in Cavco Industries in Q4 2016 and held it in 14 quarters.
  • Advisory Research's Cavco Industries position peaked at $2.71M in Q2 2023.
  • 253 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.