Evermay Wealth Management’s CACI CACI Stock Holding History

Evermay Wealth Management’s Portfolio CACI Stock Details CACI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1	Closed	-$341	–	563
2023 Q2	$341	Buy	+1	New	+$311	﹤0.01%	533

Other funds holding CACI

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evermay Wealth Management's CACI Position: Q3 2023 in Review

Evermay Wealth Management sold out of CACI (CACI) in Q3 2023, closing a stake of 1 share — an estimated $341 sold.

Evermay Wealth Management first reported a position in CACI in Q2 2023 and held it in 1 quarter. The position peaked at $341 in Q2 2023. 443 funds tracked by Wall St. Rank hold CACI as of Q3 2023.

Evermay Wealth Management reported no remaining CACI position as of Q3 2023 after selling out during the quarter.
Evermay Wealth Management sold 1 CACI share in Q3 2023, an estimated $341.
Evermay Wealth Management first reported a position in CACI in Q2 2023 and held it in 1 quarter.
Evermay Wealth Management's CACI position peaked at $341 in Q2 2023.
443 funds tracked by Wall St. Rank held CACI as of Q3 2023.

Based on Evermay Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.