CI
SLP

Cavalier Investments’s Simulations Plus SLP Stock Holding History

Cavalier Investments’s Portfolio SLP Stock Details SLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-8,100
Closed -$283K – 118
2020
Q1 		$283K Hold
8,100
– – 0.17% 91
2019
Q4 		$235K Hold
8,100
– – 0.1% 129
2019
Q3 		$281K Buy
+8,100
New +$285K 0.12% 109

Other funds holding SLP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Cavalier Investments's SLP Position: Q2 2020 in Review

Cavalier Investments sold out of Simulations Plus (SLP) in Q2 2020, closing a stake of 8,100 shares — an estimated $283K sold.

Cavalier Investments first reported a position in SLP in Q3 2019 and held it in 3 quarters. The position peaked at $283K in Q1 2020. 151 funds tracked by Wall St. Rank hold SLP as of Q2 2020.

  • Cavalier Investments reported no remaining Simulations Plus position as of Q2 2020 after selling out during the quarter.
  • Cavalier Investments sold 8,100 Simulations Plus shares in Q2 2020, an estimated $283K.
  • Cavalier Investments first reported a position in Simulations Plus in Q3 2019 and held it in 3 quarters.
  • Cavalier Investments's Simulations Plus position peaked at $283K in Q1 2020.
  • 151 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2020.

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