Kula Investments’s Cavco Industries CVCO Stock Holding History

Kula Investments’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 Q1	–	Sell	-889	Closed	-$201K	–	658
2022 Q4	$201K	Buy	+889	New	+$197K	0.06%	523

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

BBCM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Kula Investments's CVCO Position: Q1 2023 in Review

Kula Investments sold out of Cavco Industries (CVCO) in Q1 2023, closing a stake of 889 shares — an estimated $201K sold.

Kula Investments first reported a position in CVCO in Q4 2022 and held it in 1 quarter. The position peaked at $201K in Q4 2022. 259 funds tracked by Wall St. Rank hold CVCO as of Q1 2023.

Kula Investments reported no remaining Cavco Industries position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 889 Cavco Industries shares in Q1 2023, an estimated $201K.
Kula Investments first reported a position in Cavco Industries in Q4 2022 and held it in 1 quarter.
Kula Investments's Cavco Industries position peaked at $201K in Q4 2022.
259 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.