BCM
CVCO icon

Bourgeon Capital Management’s Cavco Industries CVCO Stock Holding History

Bourgeon Capital 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
2022
Q4 		– Sell
-2
Closed – – 401
2022
Q3 		$0 Buy
+2
New +$474 ﹤0.01% 385

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
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bourgeon Capital Management's CVCO Position: Q4 2022 in Review

Bourgeon Capital Management sold out of Cavco Industries (CVCO) in Q4 2022, closing a stake of 2 shares.

Bourgeon Capital Management first reported a position in CVCO in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 251 funds tracked by Wall St. Rank hold CVCO as of Q4 2022.

  • Bourgeon Capital Management reported no remaining Cavco Industries position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 2 Cavco Industries shares in Q4 2022.
  • Bourgeon Capital Management first reported a position in Cavco Industries in Q3 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's Cavco Industries position peaked at $0 in Q3 2022.
  • 251 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.