Halpern Financial’s CAVA Group CAVA Stock Holding History

Halpern Financial’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	$12.3K	Hold	100	–	–	﹤0.01%	154
2024 Q2	$9.28K	Buy	+100	New	+$7.72K	﹤0.01%	158

Other funds holding CAVA

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Halpern Financial's CAVA Position: Q3 2024 in Review

Halpern Financial held its CAVA Group (CAVA) position steady in Q3 2024 at 100 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

Halpern Financial first reported a position in CAVA in Q2 2024 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold CAVA as of Q3 2024.

Halpern Financial held 100 shares of CAVA Group worth $12.3K as of Q3 2024.
Halpern Financial left its CAVA Group share count unchanged in Q3 2024.
CAVA Group made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #154 holding.
Halpern Financial first reported a position in CAVA Group in Q2 2024 and has held it in 2 quarters since.
449 funds tracked by Wall St. Rank held CAVA Group as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.