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Marshall Financial Group (Maryland)’s Champion Homes SKY Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio SKY Stock Details SKY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,530
Closed -$607K – 188
2023
Q3 		$607K Buy
9,530
+27
+0.3% +$1.81K 0.22% 116
2023
Q2 		$622K Buy
9,503
+456
+5% +$31K 0.21% 115
2023
Q1 		$681K Buy
+9,047
New +$583K 0.24% 110

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marshall Financial Group (Maryland)'s SKY Position: Q4 2023 in Review

Marshall Financial Group (Maryland) sold out of Champion Homes (SKY) in Q4 2023, closing a stake of 9,530 shares — an estimated $607K sold.

Marshall Financial Group (Maryland) first reported a position in SKY in Q1 2023 and held it in 3 quarters. The position peaked at $681K in Q1 2023. 270 funds tracked by Wall St. Rank hold SKY as of Q4 2023.

  • Marshall Financial Group (Maryland) reported no remaining Champion Homes position as of Q4 2023 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 9,530 Champion Homes shares in Q4 2023, an estimated $607K.
  • Marshall Financial Group (Maryland) first reported a position in Champion Homes in Q1 2023 and held it in 3 quarters.
  • Marshall Financial Group (Maryland)'s Champion Homes position peaked at $681K in Q1 2023.
  • 270 funds tracked by Wall St. Rank held Champion Homes as of Q4 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2023, filed 10 Jan 2024.