Cavalier Investments’s Brown & Brown BRO Stock Holding History

Cavalier Investments’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-18,300	Closed	-$663K	–	76
2020 Q1	$663K	Buy	+18,300	New	+$774K	0.39%	59

Other funds holding BRO

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

Cavalier Investments's BRO Position: Q2 2020 in Review

Cavalier Investments sold out of Brown & Brown (BRO) in Q2 2020, closing a stake of 18,300 shares — an estimated $663K sold.

Cavalier Investments first reported a position in BRO in Q1 2020 and held it in 1 quarter. The position peaked at $663K in Q1 2020. 417 funds tracked by Wall St. Rank hold BRO as of Q2 2020.

Cavalier Investments reported no remaining Brown & Brown position as of Q2 2020 after selling out during the quarter.
Cavalier Investments sold 18,300 Brown & Brown shares in Q2 2020, an estimated $663K.
Cavalier Investments first reported a position in Brown & Brown in Q1 2020 and held it in 1 quarter.
Cavalier Investments's Brown & Brown position peaked at $663K in Q1 2020.
417 funds tracked by Wall St. Rank held Brown & Brown as of Q2 2020.

Based on Cavalier Investments's 13F filing for Q2 2020, filed 10 Aug 2020.