Campbell Wealth Management’s CACI CACI Stock Holding History

Campbell Wealth Management’s Portfolio CACI Stock Details CACI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$541K	Buy	1,338 +574	+75%	+$280K	0.05%	42
2024 Q3	$385K	Buy	+764	New	+$354K	0.03%	41
2024 Q2	–	Sell	-881	Closed	-$334K	–	54
2024 Q1	$334K	Hold	881	–	–	0.03%	61
2023 Q4	$285K	Hold	881	–	–	0.03%	50
2023 Q3	$277K	Hold	881	–	–	0.03%	56
2023 Q2	$300K	Sell	881 -80	-8%	-$24.9K	0.04%	52
2023 Q1	$285K	Hold	961	–	–	0.04%	51
2022 Q4	$289K	Hold	961	–	–	0.04%	55
2022 Q3	$251K	Hold	961	–	–	0.04%	61
2022 Q2	$271K	Hold	961	–	–	0.04%	44
2022 Q1	$290K	Hold	961	–	–	0.04%	55
2021 Q4	$259K	Hold	961	–	–	0.03%	62
2021 Q3	$252K	Hold	961	–	–	0.03%	58
2021 Q2	$245K	Hold	961	–	–	0.03%	57
2021 Q1	$237K	Hold	961	–	–	0.03%	58
2020 Q4	$240K	Hold	961	–	–	0.04%	52
2020 Q3	$205K	Hold	961	–	–	0.03%	57
2020 Q2	$208K	Hold	961	–	–	0.04%	51
2020 Q1	$203K	Hold	961	–	–	0.04%	46
2019 Q4	$240K	Hold	961	–	–	0.05%	60
2019 Q3	$222K	Buy	+961	New	+$207K	0.05%	62

Other funds holding CACI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Campbell Wealth Management's CACI Position: Q4 2024 in Review

Campbell Wealth Management increased its CACI (CACI) stake by 75% in Q4 2024, buying an estimated $280K and bringing the position to 1,338 shares worth $541K. The position accounts for 0.05% of the portfolio, ranked #42.

Campbell Wealth Management first reported a position in CACI in Q3 2019 and has held it in 21 quarters since. 588 funds tracked by Wall St. Rank hold CACI as of Q4 2024.

Campbell Wealth Management held 1,338 shares of CACI worth $541K as of Q4 2024.
Campbell Wealth Management bought 574 CACI shares in Q4 2024, an estimated $280K.
CACI made up 0.05% of Campbell Wealth Management's portfolio in Q4 2024, its #42 holding.
Campbell Wealth Management first reported a position in CACI in Q3 2019 and has held it in 21 quarters since.
588 funds tracked by Wall St. Rank held CACI as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.