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Cavalry Management Group’s Broadwind BWEN Stock Holding History

Cavalry Management Group’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,500
Closed -$40.3K – 20
2023
Q1 		$40.3K Sell
10,500
-24,020
-70% -$102K 0.02% 19
2022
Q4 		$61.8K Buy
34,520
+11,800
+52% +$22.2K 0.02% 23
2022
Q3 		$69K Buy
+22,720
New +$57.9K 0.01% 37

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $44.3M AUM 34.55% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cavalry Management Group's BWEN Position: Q2 2023 in Review

Cavalry Management Group sold out of Broadwind (BWEN) in Q2 2023, closing a stake of 10,500 shares — an estimated $40.3K sold.

Cavalry Management Group first reported a position in BWEN in Q3 2022 and held it in 3 quarters. The position peaked at $69K in Q3 2022. 54 funds tracked by Wall St. Rank hold BWEN as of Q2 2023.

  • Cavalry Management Group reported no remaining Broadwind position as of Q2 2023 after selling out during the quarter.
  • Cavalry Management Group sold 10,500 Broadwind shares in Q2 2023, an estimated $40.3K.
  • Cavalry Management Group first reported a position in Broadwind in Q3 2022 and held it in 3 quarters.
  • Cavalry Management Group's Broadwind position peaked at $69K in Q3 2022.
  • 54 funds tracked by Wall St. Rank held Broadwind as of Q2 2023.

Based on Cavalry Management Group's 13F filing for Q2 2023, filed 14 Aug 2023.