GoalVest Advisory’s Champion Homes SKY Stock Holding History

GoalVest Advisory’s Portfolio SKY Stock Details SKY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-90	Closed	-$3K	–	225
2020 Q4	$3K	Buy	+90	New	+$2.65K	﹤0.01%	186

Other funds holding SKY

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

GoalVest Advisory's SKY Position: Q1 2021 in Review

GoalVest Advisory sold out of Champion Homes (SKY) in Q1 2021, closing a stake of 90 shares — an estimated $3K sold.

GoalVest Advisory first reported a position in SKY in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 180 funds tracked by Wall St. Rank hold SKY as of Q1 2021.

GoalVest Advisory reported no remaining Champion Homes position as of Q1 2021 after selling out during the quarter.
GoalVest Advisory sold 90 Champion Homes shares in Q1 2021, an estimated $3K.
GoalVest Advisory first reported a position in Champion Homes in Q4 2020 and held it in 1 quarter.
GoalVest Advisory's Champion Homes position peaked at $3K in Q4 2020.
180 funds tracked by Wall St. Rank held Champion Homes as of Q1 2021.

Based on GoalVest Advisory's 13F filing for Q1 2021, filed 13 May 2021.