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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return