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CVCO icon

Ergoteles’s Cavco Industries CVCO Stock Holding History

Ergoteles’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
2023
Q2 		– Sell
-2,203
Closed -$700K – 1125
2023
Q1 		$700K Buy
+2,203
New +$610K 0.03% 622
2022
Q4 		– Sell
-2,090
Closed -$430K – 1535
2022
Q3 		$430K Buy
2,090
+290
+16% +$68.7K 0.02% 816
2022
Q2 		$353K Buy
+1,800
New +$401K 0.01% 1020
2021
Q3 		– Sell
-1,900
Closed -$422K – 1299
2021
Q2 		$422K Buy
1,900
+617
+48% +$134K 0.01% 887
2021
Q1 		$289K Buy
+1,283
New +$267K 0.01% 572

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Ergoteles's CVCO Position: Q2 2023 in Review

Ergoteles sold out of Cavco Industries (CVCO) in Q2 2023, closing a stake of 2,203 shares — an estimated $700K sold.

Ergoteles first reported a position in CVCO in Q1 2021 and held it in 5 quarters. The position peaked at $700K in Q1 2023. 253 funds tracked by Wall St. Rank hold CVCO as of Q2 2023.

  • Ergoteles reported no remaining Cavco Industries position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 2,203 Cavco Industries shares in Q2 2023, an estimated $700K.
  • Ergoteles first reported a position in Cavco Industries in Q1 2021 and held it in 5 quarters.
  • Ergoteles's Cavco Industries position peaked at $700K in Q1 2023.
  • 253 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.