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Fortem Financial Group’s Commercial Vehicle Group CVGI Stock Holding History

Fortem Financial Group’s Portfolio CVGI Stock Details CVGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-13,239
Closed -$84K – 135
2019
Q4 		$84K Sell
13,239
-2,797
-17% -$19.9K 0.06% 119
2019
Q3 		$116K Sell
16,036
-4,860
-23% -$35.6K 0.1% 112
2019
Q2 		$168K Buy
+20,896
New +$163K 0.17% 132

Other funds holding CVGI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return

Fortem Financial Group's CVGI Position: Q1 2020 in Review

Fortem Financial Group sold out of Commercial Vehicle Group (CVGI) in Q1 2020, closing a stake of 13,239 shares — an estimated $84K sold.

Fortem Financial Group first reported a position in CVGI in Q2 2019 and held it in 3 quarters. The position peaked at $168K in Q2 2019. 81 funds tracked by Wall St. Rank hold CVGI as of Q1 2020.

  • Fortem Financial Group reported no remaining Commercial Vehicle Group position as of Q1 2020 after selling out during the quarter.
  • Fortem Financial Group sold 13,239 Commercial Vehicle Group shares in Q1 2020, an estimated $84K.
  • Fortem Financial Group first reported a position in Commercial Vehicle Group in Q2 2019 and held it in 3 quarters.
  • Fortem Financial Group's Commercial Vehicle Group position peaked at $168K in Q2 2019.
  • 81 funds tracked by Wall St. Rank held Commercial Vehicle Group as of Q1 2020.

Based on Fortem Financial Group's 13F filing for Q1 2020, filed 23 Apr 2020.