Lee Financial’s Cavco Industries CVCO Stock Holding History

Lee Financial’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 Q1	–	Sell	-69	Closed	-$23.9K	–	306
2023 Q4	$23.9K	Hold	69	–	–	﹤0.01%	296
2023 Q3	$18.3K	Hold	69	–	–	﹤0.01%	314
2023 Q2	$20.4K	Hold	69	–	–	﹤0.01%	300
2023 Q1	$21.9K	Hold	69	–	–	﹤0.01%	295
2022 Q4	$15.6K	Hold	69	–	–	﹤0.01%	394
2022 Q3	$14K	Hold	69	–	–	﹤0.01%	381
2022 Q2	$14K	Hold	69	–	–	﹤0.01%	391
2022 Q1	$17K	Hold	69	–	–	﹤0.01%	360
2021 Q4	$22K	Hold	69	–	–	﹤0.01%	354
2021 Q3	$16K	Hold	69	–	–	﹤0.01%	362
2021 Q2	$15K	Hold	69	–	–	﹤0.01%	354
2021 Q1	$16K	Hold	69	–	–	﹤0.01%	331
2020 Q4	$12K	Buy	69 +9	+15%	+$1.67K	﹤0.01%	351
2020 Q3	$11K	Hold	60	–	–	﹤0.01%	385
2020 Q2	$12K	Hold	60	–	–	﹤0.01%	335
2020 Q1	$9K	Sell	60 -10	-14%	-$1.97K	﹤0.01%	311
2019 Q4	$14K	Hold	70	–	–	﹤0.01%	294
2019 Q3	$13K	Hold	70	–	–	﹤0.01%	298
2019 Q2	$11K	Buy	70 +5	+8%	+$681	﹤0.01%	336
2019 Q1	$8K	Hold	65	–	–	﹤0.01%	364
2018 Q4	$8K	Hold	65	–	–	﹤0.01%	311
2018 Q3	$16K	Hold	65	–	–	﹤0.01%	270
2018 Q2	$13K	Hold	65	–	–	﹤0.01%	425
2018 Q1	$11K	Hold	65	–	–	﹤0.01%	446
2017 Q4	$10K	Hold	65	–	–	﹤0.01%	321
2017 Q3	$10K	Sell	65 -5	-7%	-$666	﹤0.01%	327
2017 Q2	$9K	Hold	70	–	–	﹤0.01%	338
2017 Q1	$8K	Buy	70 +20	+40%	+$2.17K	﹤0.01%	304
2016 Q4	$5K	Buy	+50	New	+$4.81K	﹤0.01%	365

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BBCM

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lee Financial's CVCO Position: Q1 2024 in Review

Lee Financial sold out of Cavco Industries (CVCO) in Q1 2024, closing a stake of 69 shares — an estimated $23.9K sold.

Lee Financial first reported a position in CVCO in Q4 2016 and held it in 29 quarters. The position peaked at $23.9K in Q4 2023. 263 funds tracked by Wall St. Rank hold CVCO as of Q1 2024.

Lee Financial reported no remaining Cavco Industries position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 69 Cavco Industries shares in Q1 2024, an estimated $23.9K.
Lee Financial first reported a position in Cavco Industries in Q4 2016 and held it in 29 quarters.
Lee Financial's Cavco Industries position peaked at $23.9K in Q4 2023.
263 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.