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Bell Investment Advisors’s Cavco Industries CVCO Stock Holding History

Bell Investment Advisors’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 		– Sell
-2
Closed -$452 – 1935
2022
Q4 		$452 Buy
+2
New +$444 ﹤0.01% 1884

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
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Bell Investment Advisors's CVCO Position: Q1 2023 in Review

Bell Investment Advisors sold out of Cavco Industries (CVCO) in Q1 2023, closing a stake of 2 shares — an estimated $452 sold.

Bell Investment Advisors first reported a position in CVCO in Q4 2022 and held it in 1 quarter. The position peaked at $452 in Q4 2022. 259 funds tracked by Wall St. Rank hold CVCO as of Q1 2023.

  • Bell Investment Advisors reported no remaining Cavco Industries position as of Q1 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 2 Cavco Industries shares in Q1 2023, an estimated $452.
  • Bell Investment Advisors first reported a position in Cavco Industries in Q4 2022 and held it in 1 quarter.
  • Bell Investment Advisors's Cavco Industries position peaked at $452 in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2023.

Based on Bell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.