CI
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Cavalier Investments’s Axcelis ACLS Stock Holding History

Cavalier Investments’s Portfolio ACLS Stock Details ACLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,137
Closed -$1.58M – 85
2024
Q2 		$1.58M Buy
11,137
+310
+3% +$35.7K 0.49% 48
2024
Q1 		$1.21M Buy
10,827
+569
+6% +$67.8K 0.44% 53
2023
Q4 		$1.33M Buy
10,258
+240
+2% +$33.1K 0.49% 52
2023
Q3 		$1.63M Buy
10,018
+349
+4% +$61.4K 0.64% 46
2023
Q2 		$1.77M Buy
+9,669
New +$1.39M 0.65% 42
2018
Q2 		– Sell
-63,300
Closed -$1.56M – 148
2018
Q1 		$1.56M Buy
63,300
+26,000
+70% +$683K 0.55% 40
2017
Q4 		$1.07M Hold
37,300
– – 0.43% 53
2017
Q3 		$1.02M Buy
+37,300
New +$826K 0.49% 51

Other funds holding ACLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cavalier Investments's ACLS Position: Q3 2024 in Review

Cavalier Investments sold out of Axcelis (ACLS) in Q3 2024, closing a stake of 11,137 shares — an estimated $1.58M sold.

Cavalier Investments first reported a position in ACLS in Q3 2017 and held it in 8 quarters. The position peaked at $1.77M in Q2 2023. 368 funds tracked by Wall St. Rank hold ACLS as of Q3 2024.

  • Cavalier Investments reported no remaining Axcelis position as of Q3 2024 after selling out during the quarter.
  • Cavalier Investments sold 11,137 Axcelis shares in Q3 2024, an estimated $1.58M.
  • Cavalier Investments first reported a position in Axcelis in Q3 2017 and held it in 8 quarters.
  • Cavalier Investments's Axcelis position peaked at $1.77M in Q2 2023.
  • 368 funds tracked by Wall St. Rank held Axcelis as of Q3 2024.

Based on Cavalier Investments's 13F filing for Q3 2024, filed 24 Oct 2024.