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Householder Group Estate & Retirement Specialist’s CAVA Group CAVA Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		$60K Hold
534
– – 0.04% 196
2024
Q3 		$66K Sell
534
-140
-21% -$14.2K 0.02% 435
2024
Q2 		$62K Buy
674
+424
+170% +$32.7K 0.02% 442
2024
Q1 		$17.5K Hold
250
– – 0.01% 699
2023
Q4 		$10K Hold
250
– – ﹤0.01% 756
2023
Q3 		$7.66K Buy
+250
New +$10.9K ﹤0.01% 849

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
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CAVA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its CAVA Group (CAVA) position steady in Q4 2024 at 534 shares worth $60K. The position accounts for 0.04% of the portfolio, ranked #196.

Householder Group Estate & Retirement Specialist first reported a position in CAVA in Q3 2023 and has held it in 6 quarters since. The position peaked at $66K in Q3 2024. 521 funds tracked by Wall St. Rank hold CAVA as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 534 shares of CAVA Group worth $60K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its CAVA Group share count unchanged in Q4 2024.
  • CAVA Group made up 0.04% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #196 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in CAVA Group in Q3 2023 and has held it in 6 quarters since.
  • Householder Group Estate & Retirement Specialist's CAVA Group position peaked at $66K in Q3 2024.
  • 521 funds tracked by Wall St. Rank held CAVA Group as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.