Cavalier Investments’s Avery Dennison AVY Stock Holding History

Cavalier Investments’s Portfolio AVY Stock Details AVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-16,400	Closed	-$1.74M	–	151
2018 Q1	$1.74M	Hold	16,400	–	–	0.62%	35
2017 Q4	$1.88M	Buy	+16,400	New	+$1.77M	0.75%	34

Other funds holding AVY

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

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

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

Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cavalier Investments's AVY Position: Q2 2018 in Review

Cavalier Investments sold out of Avery Dennison (AVY) in Q2 2018, closing a stake of 16,400 shares — an estimated $1.74M sold.

Cavalier Investments first reported a position in AVY in Q4 2017 and held it in 2 quarters. The position peaked at $1.88M in Q4 2017. 553 funds tracked by Wall St. Rank hold AVY as of Q2 2018.

Cavalier Investments reported no remaining Avery Dennison position as of Q2 2018 after selling out during the quarter.
Cavalier Investments sold 16,400 Avery Dennison shares in Q2 2018, an estimated $1.74M.
Cavalier Investments first reported a position in Avery Dennison in Q4 2017 and held it in 2 quarters.
Cavalier Investments's Avery Dennison position peaked at $1.88M in Q4 2017.
553 funds tracked by Wall St. Rank held Avery Dennison as of Q2 2018.

Based on Cavalier Investments's 13F filing for Q2 2018, filed 3 Aug 2018.