Claris Advisors’s Cavco Industries CVCO Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-1	Closed	-$428	–	324
2024 Q3	$428	Buy	+1	New	+$395	﹤0.01%	708

Other funds holding CVCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Claris Advisors's CVCO Position: Q4 2024 in Review

Claris Advisors sold out of Cavco Industries (CVCO) in Q4 2024, closing a stake of 1 share — an estimated $428 sold.

Claris Advisors first reported a position in CVCO in Q3 2024 and held it in 1 quarter. The position peaked at $428 in Q3 2024. 298 funds tracked by Wall St. Rank hold CVCO as of Q4 2024.

Claris Advisors reported no remaining Cavco Industries position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 Cavco Industries share in Q4 2024, an estimated $428.
Claris Advisors first reported a position in Cavco Industries in Q3 2024 and held it in 1 quarter.
Claris Advisors's Cavco Industries position peaked at $428 in Q3 2024.
298 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.