Cavalier Investments’s ServiceNow NOW Stock Holding History

Cavalier Investments’s Portfolio NOW Stock Details NOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,195	Closed	-$559K	–	88
2022 Q4	$559K	Sell	7,195 -420	-6%	-$32.8K	0.2%	83
2022 Q3	$575K	Sell	7,615 -2,520	-25%	-$227K	0.21%	83
2022 Q2	$964K	Sell	10,135 -990	-9%	-$94.4K	0.34%	59
2022 Q1	$1.24M	Sell	11,125 -1,250	-10%	-$140K	0.32%	74
2021 Q4	$1.61M	Buy	12,375 +90	+0.7%	+$11.8K	0.42%	80
2021 Q3	$1.53M	Sell	12,285 -2,025	-14%	-$245K	0.48%	72
2021 Q2	$1.57M	Sell	14,310 -315	-2%	-$31.9K	0.57%	67
2021 Q1	$1.46M	Buy	14,625 +750	+5%	+$79.2K	0.64%	59
2020 Q4	$1.53M	Buy	13,875 +3,470	+33%	+$361K	0.7%	51
2020 Q3	$1.01M	Sell	10,405 -5,980	-36%	-$534K	0.69%	26
2020 Q2	$1.33M	Buy	16,385 +2,385	+17%	+$168K	0.77%	24
2020 Q1	$802K	Sell	14,000 -10,500	-43%	-$656K	0.47%	50
2019 Q4	$1.38M	Sell	24,500 -20,000	-45%	-$1.05M	0.6%	49
2019 Q3	$2.26M	Hold	44,500	–	–	0.97%	33
2019 Q2	$2.45M	Hold	44,500	–	–	1.03%	28
2019 Q1	$2.19M	Hold	44,500	–	–	0.9%	30
2018 Q4	$1.58M	Hold	44,500	–	–	0.51%	30
2018 Q3	$1.74M	Buy	+44,500	New	+$1.68M	0.51%	50

Other funds holding NOW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return