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Cavalier Investments’s C3.ai AI Stock Holding History

Cavalier Investments’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-34,113
Closed -$827K – 75
2024
Q3 		$827K Buy
34,113
+2,107
+7% +$53.5K 0.25% 67
2024
Q2 		$927K Buy
32,006
+961
+3% +$24.7K 0.29% 59
2024
Q1 		$840K Buy
31,045
+1,737
+6% +$48.8K 0.31% 61
2023
Q4 		$841K Buy
29,308
+704
+2% +$19.4K 0.31% 65
2023
Q3 		$730K Buy
28,604
+1,049
+4% +$35K 0.29% 69
2023
Q2 		$1M Buy
+27,555
New +$776K 0.37% 66

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cavalier Investments's AI Position: Q4 2024 in Review

Cavalier Investments sold out of C3.ai (AI) in Q4 2024, closing a stake of 34,113 shares — an estimated $827K sold.

Cavalier Investments first reported a position in AI in Q2 2023 and held it in 6 quarters. The position peaked at $1M in Q2 2023. 374 funds tracked by Wall St. Rank hold AI as of Q4 2024.

  • Cavalier Investments reported no remaining C3.ai position as of Q4 2024 after selling out during the quarter.
  • Cavalier Investments sold 34,113 C3.ai shares in Q4 2024, an estimated $827K.
  • Cavalier Investments first reported a position in C3.ai in Q2 2023 and held it in 6 quarters.
  • Cavalier Investments's C3.ai position peaked at $1M in Q2 2023.
  • 374 funds tracked by Wall St. Rank held C3.ai as of Q4 2024.

Based on Cavalier Investments's 13F filing for Q4 2024, filed 4 Feb 2025.