Carroll Financial Associates’s Cavco Industries CVCO Stock Holding History

Carroll Financial Associates’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
2021 Q4	$3K	Hold	12	–	–	﹤0.01%	1421
2021 Q3	$2K	Hold	12	–	–	﹤0.01%	1535
2021 Q2	$2K	Sell	12 -123	-91%	-$26.8K	﹤0.01%	1557
2021 Q1	$30K	Buy	135 +123	+1,025%	+$25.6K	﹤0.01%	906
2020 Q4	$2K	Hold	12	–	–	﹤0.01%	1377
2020 Q3	$2K	Hold	12	–	–	﹤0.01%	1321
2020 Q2	$2K	Hold	12	–	–	﹤0.01%	1341
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	1350
2019 Q4	$2K	Hold	12	–	–	﹤0.01%	1368
2019 Q3	$2K	Hold	12	–	–	﹤0.01%	1329
2019 Q2	$1K	Buy	+12	New	+$1.63K	﹤0.01%	1442

Other funds holding CVCO

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Carroll Financial Associates's CVCO Position: Q4 2021 in Review

Carroll Financial Associates held its Cavco Industries (CVCO) position steady in Q4 2021 at 12 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Carroll Financial Associates first reported a position in CVCO in Q2 2019 and has held it in 11 quarters since. The position peaked at $30K in Q1 2021. 221 funds tracked by Wall St. Rank hold CVCO as of Q4 2021.

Carroll Financial Associates held 12 shares of Cavco Industries worth $3K as of Q4 2021.
Carroll Financial Associates left its Cavco Industries share count unchanged in Q4 2021.
Cavco Industries made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1421 holding.
Carroll Financial Associates first reported a position in Cavco Industries in Q2 2019 and has held it in 11 quarters since.
Carroll Financial Associates's Cavco Industries position peaked at $30K in Q1 2021.
221 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.