AFS
CVGI icon

Anderson Financial Strategies’s Commercial Vehicle Group CVGI Stock Holding History

Anderson Financial Strategies’s Portfolio CVGI Stock Details CVGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-195,401
Closed -$322K – 41
2025
Q2 		$322K Sell
195,401
-137,096
-41% -$167K 0.21% 37
2025
Q1 		$382K Buy
332,497
+29,286
+10% +$56.7K 0.23% 38
2024
Q4 		$752K Buy
+303,211
New +$810K 0.45% 32

Other funds holding CVGI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
IIM
Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return