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Cavalier Investments’s Applied Materials AMAT Stock Holding History

Cavalier Investments’s Portfolio AMAT Stock Details AMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,926
Closed -$577K – 68
2022
Q4 		$577K Sell
5,926
-378
-6% -$36.3K 0.21% 81
2022
Q3 		$516K Sell
6,304
-2,341
-27% -$226K 0.19% 86
2022
Q2 		$787K Sell
8,645
-1,620
-16% -$178K 0.28% 75
2022
Q1 		$1.35M Sell
10,265
-1,159
-10% -$160K 0.35% 63
2021
Q4 		$1.8M Buy
11,424
+81
+0.7% +$11.7K 0.47% 63
2021
Q3 		$1.46M Buy
11,343
+706
+7% +$95.9K 0.46% 87
2021
Q2 		$1.51M Hold
10,637
– – 0.55% 71
2021
Q1 		$1.42M Buy
+10,637
New +$1.17M 0.62% 65
2018
Q2 		– Sell
-41,700
Closed -$2.32M – 149
2018
Q1 		$2.32M Sell
41,700
-9,078
-18% -$505K 0.82% 25
2017
Q4 		$2.6M Buy
50,778
+10,645
+27% +$577K 1.04% 26
2017
Q3 		$2.09M Buy
40,133
+17,633
+78% +$797K 1% 26
2017
Q2 		$875K Sell
22,500
-10,607
-32% -$451K 0.49% 52
2017
Q1 		$1.29M Sell
33,107
-1,355
-4% -$48.7K 0.72% 26
2016
Q4 		$1.11M Sell
34,462
-975
-3% -$29.7K 0.72% 26
2016
Q3 		$1.07M Buy
+35,437
New +$989K 0.65% 39

Other funds holding AMAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cavalier Investments's AMAT Position: Q1 2023 in Review

Cavalier Investments sold out of Applied Materials (AMAT) in Q1 2023, closing a stake of 5,926 shares — an estimated $577K sold.

Cavalier Investments first reported a position in AMAT in Q3 2016 and held it in 15 quarters. The position peaked at $2.6M in Q4 2017. 1,754 funds tracked by Wall St. Rank hold AMAT as of Q1 2023.

  • Cavalier Investments reported no remaining Applied Materials position as of Q1 2023 after selling out during the quarter.
  • Cavalier Investments sold 5,926 Applied Materials shares in Q1 2023, an estimated $577K.
  • Cavalier Investments first reported a position in Applied Materials in Q3 2016 and held it in 15 quarters.
  • Cavalier Investments's Applied Materials position peaked at $2.6M in Q4 2017.
  • 1,754 funds tracked by Wall St. Rank held Applied Materials as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.