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Charter Oak Capital Management’s Cavco Industries CVCO Stock Holding History

Charter Oak Capital Management’s Portfolio CVCO Stock Details CVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-19
Closed -$4K – 303
2022
Q2 		$4K Hold
19
– – ﹤0.01% 730
2022
Q1 		$5K Buy
+19
New +$5.24K ﹤0.01% 746

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Charter Oak Capital Management's CVCO Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Cavco Industries (CVCO) in Q3 2022, closing a stake of 19 shares — an estimated $4K sold.

Charter Oak Capital Management first reported a position in CVCO in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 241 funds tracked by Wall St. Rank hold CVCO as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Cavco Industries position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 19 Cavco Industries shares in Q3 2022, an estimated $4K.
  • Charter Oak Capital Management first reported a position in Cavco Industries in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's Cavco Industries position peaked at $5K in Q1 2022.
  • 241 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.