AG
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Algert Global’s Cavco Industries CVCO Stock Holding History

Algert Global’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
2024
Q3 		– Sell
-757
Closed -$262K – 1269
2024
Q2 		$262K Buy
+757
New +$275K 0.01% 1175
2023
Q2 		– Sell
-4,100
Closed -$1.3M – 1117
2023
Q1 		$1.3M Buy
4,100
+310
+8% +$85.8K 0.06% 526
2022
Q4 		$857K Buy
+3,790
New +$842K 0.05% 623
2022
Q2 		– Sell
-2,542
Closed -$612K – 1234
2022
Q1 		$612K Buy
2,542
+1,282
+102% +$354K 0.04% 740
2021
Q4 		$400K Buy
+1,260
New +$351K 0.05% 622
2017
Q3 		– Sell
-6,812
Closed -$883K – 312
2017
Q2 		$883K Sell
6,812
-804
-11% -$96K 0.25% 168
2017
Q1 		$887K Buy
7,616
+3,596
+89% +$390K 0.24% 169
2016
Q4 		$401K Sell
4,020
-6,804
-63% -$655K 0.11% 250
2016
Q3 		$1.07M Buy
10,824
+2,895
+37% +$289K 0.31% 134
2016
Q2 		$743K Buy
7,929
+999
+14% +$92.1K 0.3% 126
2016
Q1 		$648K Buy
6,930
+1,760
+34% +$145K 0.24% 161
2015
Q4 		$431K Buy
+5,170
New +$439K 0.2% 190

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

Algert Global's CVCO Position: Q3 2024 in Review

Algert Global sold out of Cavco Industries (CVCO) in Q3 2024, closing a stake of 757 shares — an estimated $262K sold.

Algert Global first reported a position in CVCO in Q4 2015 and held it in 12 quarters. The position peaked at $1.3M in Q1 2023. 292 funds tracked by Wall St. Rank hold CVCO as of Q3 2024.

  • Algert Global reported no remaining Cavco Industries position as of Q3 2024 after selling out during the quarter.
  • Algert Global sold 757 Cavco Industries shares in Q3 2024, an estimated $262K.
  • Algert Global first reported a position in Cavco Industries in Q4 2015 and held it in 12 quarters.
  • Algert Global's Cavco Industries position peaked at $1.3M in Q1 2023.
  • 292 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2024.

Based on Algert Global's 13F filing for Q3 2024, filed 12 Nov 2024.