HeadInvest LLC’s Cavco Industries CVCO Stock Holding History

HeadInvest LLC’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
2023 Q4	–	Sell	-100	Closed	-$26.3K	–	326
2023 Q3	$26.3K	Buy	+100	New	+$28K	0.01%	428

Other funds holding CVCO

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

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

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

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

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

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

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

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

GKIM

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

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

HeadInvest LLC's CVCO Position: Q4 2023 in Review

HeadInvest LLC sold out of Cavco Industries (CVCO) in Q4 2023, closing a stake of 100 shares — an estimated $26.3K sold.

HeadInvest LLC first reported a position in CVCO in Q3 2023 and held it in 1 quarter. The position peaked at $26.3K in Q3 2023. 258 funds tracked by Wall St. Rank hold CVCO as of Q4 2023.

HeadInvest LLC reported no remaining Cavco Industries position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 100 Cavco Industries shares in Q4 2023, an estimated $26.3K.
HeadInvest LLC first reported a position in Cavco Industries in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Cavco Industries position peaked at $26.3K in Q3 2023.
258 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.