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AFT Forsyth & Company’s CAVA Group CAVA Stock Holding History

AFT Forsyth & Company’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,600
Closed -$798K – 133
2024
Q2 		$798K Hold
8,600
– – 0.39% 56
2024
Q1 		$602K Hold
8,600
– – 0.34% 70
2023
Q4 		$370K Buy
+8,600
New +$300K 0.23% 95

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

AFT Forsyth & Company's CAVA Position: Q3 2024 in Review

AFT Forsyth & Company sold out of CAVA Group (CAVA) in Q3 2024, closing a stake of 8,600 shares — an estimated $798K sold.

AFT Forsyth & Company first reported a position in CAVA in Q4 2023 and held it in 3 quarters. The position peaked at $798K in Q2 2024. 449 funds tracked by Wall St. Rank hold CAVA as of Q3 2024.

  • AFT Forsyth & Company reported no remaining CAVA Group position as of Q3 2024 after selling out during the quarter.
  • AFT Forsyth & Company sold 8,600 CAVA Group shares in Q3 2024, an estimated $798K.
  • AFT Forsyth & Company first reported a position in CAVA Group in Q4 2023 and held it in 3 quarters.
  • AFT Forsyth & Company's CAVA Group position peaked at $798K in Q2 2024.
  • 449 funds tracked by Wall St. Rank held CAVA Group as of Q3 2024.

Based on AFT Forsyth & Company's 13F filing for Q3 2024, filed 14 Nov 2024.