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Baker Avenue Asset Management’s Cavco Industries CVCO Stock Holding History

Baker Avenue Asset Management’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
Q4 		– Sell
-25
Closed -$6.64K – 621
2023
Q3 		$6.64K Buy
+25
New +$7.01K ﹤0.01% 866

Other funds holding CVCO

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Vanguard Group
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baker Avenue Asset Management's CVCO Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Cavco Industries (CVCO) in Q4 2023, closing a stake of 25 shares — an estimated $6.64K sold.

Baker Avenue Asset Management first reported a position in CVCO in Q3 2023 and held it in 1 quarter. The position peaked at $6.64K in Q3 2023. 258 funds tracked by Wall St. Rank hold CVCO as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Cavco Industries position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 25 Cavco Industries shares in Q4 2023, an estimated $6.64K.
  • Baker Avenue Asset Management first reported a position in Cavco Industries in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Cavco Industries position peaked at $6.64K in Q3 2023.
  • 258 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.