Lido Advisors
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Lido Advisors’s Cavco Industries CVCO Stock Holding History

Lido 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
2025
Q2 		– Sell
-750
Closed -$390K – 1674
2025
Q1 		$390K Sell
750
-34
-4% -$17.1K ﹤0.01% 1102
2024
Q4 		$350K Buy
784
+197
+34% +$90.5K ﹤0.01% 1143
2024
Q3 		$251K Buy
+587
New +$232K ﹤0.01% 1231
2022
Q1 		– Sell
-1,216
Closed -$386K – 1012
2021
Q4 		$386K Buy
+1,216
New +$339K ﹤0.01% 707

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Lido Advisors's CVCO Position: Q2 2025 in Review

Lido Advisors sold out of Cavco Industries (CVCO) in Q2 2025, closing a stake of 750 shares — an estimated $390K sold.

Lido Advisors first reported a position in CVCO in Q4 2021 and held it in 4 quarters. The position peaked at $390K in Q1 2025. 314 funds tracked by Wall St. Rank hold CVCO as of Q2 2025.

  • Lido Advisors reported no remaining Cavco Industries position as of Q2 2025 after selling out during the quarter.
  • Lido Advisors sold 750 Cavco Industries shares in Q2 2025, an estimated $390K.
  • Lido Advisors first reported a position in Cavco Industries in Q4 2021 and held it in 4 quarters.
  • Lido Advisors's Cavco Industries position peaked at $390K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.