Avalon Investment & Advisory’s Cavco Industries CVCO Stock Holding History

Avalon Investment & Advisory’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 Q1	$5.78M	Sell	18,198 -58	-0.3%	-$16K	0.16%	121
2022 Q4	$4.13M	Sell	18,256 -628	-3%	-$139K	0.12%	131
2022 Q3	$3.89M	Buy	18,884 +5,471	+41%	+$1.3M	0.12%	128
2022 Q2	$2.63M	Sell	13,413 -516	-4%	-$115K	0.07%	156
2022 Q1	$3.35M	Buy	13,929 +1,564	+13%	+$431K	0.08%	145
2021 Q4	$3.93M	Buy	+12,365	New	+$3.44M	0.1%	135
2020 Q4	–	Sell	-8,184	Closed	-$1.48M	–	337
2020 Q3	$1.48M	Sell	8,184 -1,113	-12%	-$212K	0.03%	205
2020 Q2	$1.79M	Sell	9,297 -2,619	-22%	-$429K	0.04%	187
2020 Q1	$1.73M	Buy	+11,916	New	+$2.34M	0.04%	200

Other funds holding CVCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Avalon Investment & Advisory's CVCO Position: Q1 2023 in Review

Avalon Investment & Advisory reduced its Cavco Industries (CVCO) stake by 0.32% in Q1 2023, selling an estimated $16K and leaving 18,198 shares worth $5.78M. The position accounts for 0.16% of the portfolio, ranked #121.

Avalon Investment & Advisory first reported a position in CVCO in Q1 2020 and has held it in 9 quarters since. 259 funds tracked by Wall St. Rank hold CVCO as of Q1 2023.

Avalon Investment & Advisory held 18,198 shares of Cavco Industries worth $5.78M as of Q1 2023.
Avalon Investment & Advisory sold 58 Cavco Industries shares in Q1 2023, an estimated $16K.
Cavco Industries made up 0.16% of Avalon Investment & Advisory's portfolio in Q1 2023, its #121 holding.
Avalon Investment & Advisory first reported a position in Cavco Industries in Q1 2020 and has held it in 9 quarters since.
259 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.