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Cavalier Investments’s Patrick Industries PATK Stock Holding History

Cavalier Investments’s Portfolio PATK Stock Details PATK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-26,325
Closed -$724K – 150
2016
Q3 		$724K Hold
26,325
– – 0.44% 56
2016
Q2 		$705K Buy
+26,325
New +$589K 0.41% 51

Other funds holding PATK

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cavalier Investments's PATK Position: Q4 2016 in Review

Cavalier Investments sold out of Patrick Industries (PATK) in Q4 2016, closing a stake of 26,325 shares — an estimated $724K sold.

Cavalier Investments first reported a position in PATK in Q2 2016 and held it in 2 quarters. The position peaked at $724K in Q3 2016. 181 funds tracked by Wall St. Rank hold PATK as of Q4 2016.

  • Cavalier Investments reported no remaining Patrick Industries position as of Q4 2016 after selling out during the quarter.
  • Cavalier Investments sold 26,325 Patrick Industries shares in Q4 2016, an estimated $724K.
  • Cavalier Investments first reported a position in Patrick Industries in Q2 2016 and held it in 2 quarters.
  • Cavalier Investments's Patrick Industries position peaked at $724K in Q3 2016.
  • 181 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2016.

Based on Cavalier Investments's 13F filing for Q4 2016, filed 3 Feb 2017.