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JP Morgan Private Wealth Advisors’s Cavco Industries CVCO Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$665K Buy
2,502
+2
+0.1% +$561 ﹤0.01% 1126
2023
Q2 		$738K Sell
2,500
-107
-4% -$30.8K ﹤0.01% 876
2023
Q1 		$828K Buy
2,607
+55
+2% +$15.2K ﹤0.01% 1256
2022
Q4 		$577K Buy
2,552
+101
+4% +$22.4K ﹤0.01% 1408
2022
Q3 		$504K Buy
2,451
+304
+14% +$72K ﹤0.01% 1450
2022
Q2 		$421K Buy
2,147
+92
+4% +$20.5K ﹤0.01% 1520
2022
Q1 		$495K Sell
2,055
-46
-2% -$12.7K ﹤0.01% 1537
2021
Q4 		$667K Buy
2,101
+49
+2% +$13.6K ﹤0.01% 1431
2021
Q3 		$486K Buy
2,052
+88
+4% +$21.2K ﹤0.01% 1512
2021
Q2 		$436K Buy
1,964
+924
+89% +$201K ﹤0.01% 1532
2021
Q1 		$235K Sell
1,040
-710
-41% -$148K ﹤0.01% 1624
2020
Q4 		$307K Buy
1,750
+9
+0.5% +$1.67K ﹤0.01% 1487
2020
Q3 		$314K Buy
1,741
+74
+4% +$14.1K ﹤0.01% 1344
2020
Q2 		$321K Buy
1,667
+97
+6% +$15.9K ﹤0.01% 1282
2020
Q1 		$228K Buy
+1,570
New +$309K ﹤0.01% 1244

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CVCO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Cavco Industries (CVCO) stake by 0.08% in Q3 2023, buying an estimated $561 and bringing the position to 2,502 shares worth $665K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

JP Morgan Private Wealth Advisors first reported a position in CVCO in Q1 2020 and has held it in 15 quarters since. The position peaked at $828K in Q1 2023. 253 funds tracked by Wall St. Rank hold CVCO as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,502 shares of Cavco Industries worth $665K as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 2 Cavco Industries shares in Q3 2023, an estimated $561.
  • Cavco Industries made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1126 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Cavco Industries in Q1 2020 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Cavco Industries position peaked at $828K in Q1 2023.
  • 253 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.