Burney Company’s Cavco Industries CVCO Stock Holding History

Burney Company’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
2026 Q2	$292K	Hold	475	–	–	0.01%	539
2026 Q1	$230K	Hold	475	–	–	0.01%	547
2025 Q4	$281K	Hold	475	–	–	0.01%	537
2025 Q3	$276K	Hold	475	–	–	0.01%	516
2025 Q2	$206K	Hold	475	–	–	0.01%	555
2025 Q1	$247K	Hold	475	–	–	0.01%	530
2024 Q4	$212K	Hold	475	–	–	0.01%	564
2024 Q3	$203K	Buy	+475	New	+$187K	0.01%	585
2023 Q3	–	Sell	-690	Closed	-$204K	–	571
2023 Q2	$204K	Sell	690 -190	-22%	-$54.6K	0.01%	554
2023 Q1	$280K	Buy	+880	New	+$244K	0.01%	502

Other funds holding CVCO

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return