GW & Wade’s CAVA Group CAVA Stock Holding History

GW & Wade’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
2023 Q4	$1.29M	Buy	+30,000	New	+$1.05M	0.04%	203

Other funds holding CAVA

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

RGMC

Revolution Growth Management Company Washington, District of Columbia $70.8M AUM 20.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

GW & Wade's CAVA Position: Q4 2023 in Review

GW & Wade opened a new position in CAVA Group (CAVA) in Q4 2023: 30,000 shares worth $1.29M. The stake represents 0.04% of the portfolio and ranks #203 among its holdings.

200 funds tracked by Wall St. Rank hold CAVA as of Q4 2023.

GW & Wade held 30,000 shares of CAVA Group worth $1.29M as of Q4 2023.
CAVA Group was a new GW & Wade position in Q4 2023.
CAVA Group made up 0.04% of GW & Wade's portfolio in Q4 2023, its #203 holding.
200 funds tracked by Wall St. Rank held CAVA Group as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.