Guggenheim Capital’s Cavco Industries CVCO Stock Holding History

Guggenheim Capital’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
2026 Q1	–	Sell	-664	Closed	-$392K	–	1645
2025 Q4	$392K	Buy	+664	New	+$376K	﹤0.01%	1400
2024 Q2	–	Sell	-997	Closed	-$398K	–	1878
2024 Q1	$398K	Buy	997 +358	+56%	+$127K	﹤0.01%	1564
2023 Q4	$221K	Sell	639 -466	-42%	-$133K	﹤0.01%	1777
2023 Q3	$294K	Sell	1,105 -964	-47%	-$270K	﹤0.01%	1633
2023 Q2	$610K	Buy	+2,069	New	+$595K	﹤0.01%	1372
2023 Q1	–	Sell	-1,000	Closed	-$226K	–	1937
2022 Q4	$226K	Buy	+1,000	New	+$222K	﹤0.01%	1767
2022 Q3	–	Sell	-1,142	Closed	-$224K	–	1939
2022 Q2	$224K	Buy	+1,142	New	+$254K	﹤0.01%	1901
2022 Q1	–	Sell	-634	Closed	-$201K	–	2135
2021 Q4	$201K	Buy	+634	New	+$177K	﹤0.01%	2048
2018 Q4	–	Sell	-3,898	Closed	-$986K	–	2203
2018 Q3	$986K	Buy	3,898 +729	+23%	+$169K	0.01%	1613
2018 Q2	$657K	Sell	3,169 -11,820	-79%	-$2.22M	﹤0.01%	1801
2018 Q1	$2.6M	Buy	14,989 +54	+0.4%	+$8.93K	0.01%	1440
2017 Q4	$2.28M	Buy	+14,935	New	+$2.24M	0.01%	1576

Other funds holding CVCO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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