GI
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Gradient Investments’s CAVA Group CAVA Stock Holding History

Gradient Investments’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12
Closed -$1.11K – 446
2024
Q2 		$1.11K Hold
12
– – ﹤0.01% 1060
2024
Q1 		$841 Hold
12
– – ﹤0.01% 932
2023
Q4 		$516 Hold
12
– – ﹤0.01% 1587
2023
Q3 		$368 Hold
12
– – ﹤0.01% 1613
2023
Q2 		$491 Buy
+12
New +$494 ﹤0.01% 1539

Other funds holding CAVA

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Gradient Investments's CAVA Position: Q3 2024 in Review

Gradient Investments sold out of CAVA Group (CAVA) in Q3 2024, closing a stake of 12 shares — an estimated $1.11K sold.

Gradient Investments first reported a position in CAVA in Q2 2023 and held it in 5 quarters. The position peaked at $1.11K in Q2 2024. 449 funds tracked by Wall St. Rank hold CAVA as of Q3 2024.

  • Gradient Investments reported no remaining CAVA Group position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 12 CAVA Group shares in Q3 2024, an estimated $1.11K.
  • Gradient Investments first reported a position in CAVA Group in Q2 2023 and held it in 5 quarters.
  • Gradient Investments's CAVA Group position peaked at $1.11K in Q2 2024.
  • 449 funds tracked by Wall St. Rank held CAVA Group as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.