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Cavalier Investments’s Bio-Rad Laboratories Class A BIO Stock Holding History

Cavalier Investments’s Portfolio BIO Stock Details BIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,926
Closed -$945K – 83
2023
Q4 		$945K Buy
2,926
+55
+2% +$17.2K 0.35% 61
2023
Q3 		$1.03M Buy
2,871
+105
+4% +$40.5K 0.4% 63
2023
Q2 		$1.05M Buy
+2,766
New +$1.13M 0.38% 63

Other funds holding BIO

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
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cavalier Investments's BIO Position: Q1 2024 in Review

Cavalier Investments sold out of Bio-Rad Laboratories Class A (BIO) in Q1 2024, closing a stake of 2,926 shares — an estimated $945K sold.

Cavalier Investments first reported a position in BIO in Q2 2023 and held it in 3 quarters. The position peaked at $1.05M in Q2 2023. 466 funds tracked by Wall St. Rank hold BIO as of Q1 2024.

  • Cavalier Investments reported no remaining Bio-Rad Laboratories Class A position as of Q1 2024 after selling out during the quarter.
  • Cavalier Investments sold 2,926 Bio-Rad Laboratories Class A shares in Q1 2024, an estimated $945K.
  • Cavalier Investments first reported a position in Bio-Rad Laboratories Class A in Q2 2023 and held it in 3 quarters.
  • Cavalier Investments's Bio-Rad Laboratories Class A position peaked at $1.05M in Q2 2023.
  • 466 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2024.

Based on Cavalier Investments's 13F filing for Q1 2024, filed 26 Apr 2024.