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Cavalier Investments’s Buckle BKE Stock Holding History

Cavalier Investments’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-11,795
Closed -$228K – 124
2018
Q4 		$228K Hold
11,795
– – 0.07% 139
2018
Q3 		$272K Sell
11,795
-180
-2% -$4.43K 0.08% 151
2018
Q2 		$317K Buy
11,975
+1,999
+20% +$49.5K 0.11% 138
2018
Q1 		$221K Buy
+9,976
New +$210K 0.08% 141

Other funds holding BKE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Cavalier Investments's BKE Position: Q1 2019 in Review

Cavalier Investments sold out of Buckle (BKE) in Q1 2019, closing a stake of 11,795 shares — an estimated $228K sold.

Cavalier Investments first reported a position in BKE in Q1 2018 and held it in 4 quarters. The position peaked at $317K in Q2 2018. 178 funds tracked by Wall St. Rank hold BKE as of Q1 2019.

  • Cavalier Investments reported no remaining Buckle position as of Q1 2019 after selling out during the quarter.
  • Cavalier Investments sold 11,795 Buckle shares in Q1 2019, an estimated $228K.
  • Cavalier Investments first reported a position in Buckle in Q1 2018 and held it in 4 quarters.
  • Cavalier Investments's Buckle position peaked at $317K in Q2 2018.
  • 178 funds tracked by Wall St. Rank held Buckle as of Q1 2019.

Based on Cavalier Investments's 13F filing for Q1 2019, filed 3 May 2019.