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Cambridge Trust’s Cavco Industries CVCO Stock Holding History

Cambridge Trust’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
Q2 		– Sell
-20
Closed -$6.36K – 704
2023
Q1 		$6.36K Hold
20
– – ﹤0.01% 665
2022
Q4 		$5K Sell
20
-27
-57% -$6K ﹤0.01% 695
2022
Q3 		$10K Hold
47
– – ﹤0.01% 643
2022
Q2 		$9K Hold
47
– – ﹤0.01% 689
2022
Q1 		$11K Buy
+47
New +$13K ﹤0.01% 741

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cambridge Trust's CVCO Position: Q2 2023 in Review

Cambridge Trust sold out of Cavco Industries (CVCO) in Q2 2023, closing a stake of 20 shares — an estimated $6.36K sold.

Cambridge Trust first reported a position in CVCO in Q1 2022 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 253 funds tracked by Wall St. Rank hold CVCO as of Q2 2023.

  • Cambridge Trust reported no remaining Cavco Industries position as of Q2 2023 after selling out during the quarter.
  • Cambridge Trust sold 20 Cavco Industries shares in Q2 2023, an estimated $6.36K.
  • Cambridge Trust first reported a position in Cavco Industries in Q1 2022 and held it in 5 quarters.
  • Cambridge Trust's Cavco Industries position peaked at $11K in Q1 2022.
  • 253 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2023.

Based on Cambridge Trust's 13F filing for Q2 2023, filed 25 Jul 2023.