Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Cavco Industries CVCO Stock Holding History

Kovitz Investment Group Partners’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
2024
Q4 		– Sell
-848
Closed -$323K – 1231
2024
Q3 		$323K Sell
848
-172
-17% -$67.9K ﹤0.01% 857
2024
Q2 		$353K Buy
+1,020
New +$371K ﹤0.01% 704

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kovitz Investment Group Partners's CVCO Position: Q4 2024 in Review

Kovitz Investment Group Partners sold out of Cavco Industries (CVCO) in Q4 2024, closing a stake of 848 shares — an estimated $323K sold.

Kovitz Investment Group Partners first reported a position in CVCO in Q2 2024 and held it in 2 quarters. The position peaked at $353K in Q2 2024. 298 funds tracked by Wall St. Rank hold CVCO as of Q4 2024.

  • Kovitz Investment Group Partners reported no remaining Cavco Industries position as of Q4 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 848 Cavco Industries shares in Q4 2024, an estimated $323K.
  • Kovitz Investment Group Partners first reported a position in Cavco Industries in Q2 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Cavco Industries position peaked at $353K in Q2 2024.
  • 298 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.