IFAM
CAVA icon

Institutional & Family Asset Management’s CAVA Group CAVA Stock Holding History

Institutional & Family Asset Management’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
Q2 		$649 Sell
7
-4
-36% -$309 ﹤0.01% 681
2024
Q1 		$771 Hold
11
– – ﹤0.01% 661
2023
Q4 		$473 Buy
11
+5
+83% +$174 ﹤0.01% 673
2023
Q3 		$184 Hold
6
– – ﹤0.01% 700
2023
Q2 		$246 Buy
+6
New +$247 ﹤0.01% 722

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Institutional & Family Asset Management's CAVA Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its CAVA Group (CAVA) stake by 36% in Q2 2024, selling an estimated $309 and leaving 7 shares worth $649. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Institutional & Family Asset Management first reported a position in CAVA in Q2 2023 and has held it in 5 quarters since. The position peaked at $771 in Q1 2024. 389 funds tracked by Wall St. Rank hold CAVA as of Q2 2024.

  • Institutional & Family Asset Management held 7 shares of CAVA Group worth $649 as of Q2 2024.
  • Institutional & Family Asset Management sold 4 CAVA Group shares in Q2 2024, an estimated $309.
  • CAVA Group made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #681 holding.
  • Institutional & Family Asset Management first reported a position in CAVA Group in Q2 2023 and has held it in 5 quarters since.
  • Institutional & Family Asset Management's CAVA Group position peaked at $771 in Q1 2024.
  • 389 funds tracked by Wall St. Rank held CAVA Group as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.