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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cavalier Investments's NOW Position: Q1 2023 in Review

Cavalier Investments sold out of ServiceNow (NOW) in Q1 2023, closing a stake of 7,195 shares — an estimated $559K sold.

Cavalier Investments first reported a position in NOW in Q3 2018 and held it in 18 quarters. The position peaked at $2.45M in Q2 2019. 1,408 funds tracked by Wall St. Rank hold NOW as of Q1 2023.

Cavalier Investments reported no remaining ServiceNow position as of Q1 2023 after selling out during the quarter.
Cavalier Investments sold 7,195 ServiceNow shares in Q1 2023, an estimated $559K.
Cavalier Investments first reported a position in ServiceNow in Q3 2018 and held it in 18 quarters.
Cavalier Investments's ServiceNow position peaked at $2.45M in Q2 2019.
1,408 funds tracked by Wall St. Rank held ServiceNow as of Q1 2023.

Based on Cavalier Investments's 13F filing for Q1 2023, filed 10 May 2023.