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McClarren Financial Advisors’s Cavco Industries CVCO Stock Holding History

McClarren Financial 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
Q1 		– Sell
-953
Closed -$60K – 292
2024
Q4 		$60K Buy
+953
New +$438K 0.17% 75
2024
Q3 		– Sell
-65
Closed -$58K – 252
2024
Q2 		$58K Buy
65
+64
+6,400% +$23.3K 0.04% 135
2024
Q1 		$1K Hold
1
– – ﹤0.01% 298
2023
Q4 		$0 Hold
1
– – ﹤0.01% 381
2023
Q3 		$0 Hold
1
– – ﹤0.01% 333
2023
Q2 		$0 Hold
1
– – ﹤0.01% 360
2023
Q1 		$0 Hold
1
– – ﹤0.01% 352
2022
Q4 		$0 Buy
+1
New +$222 ﹤0.01% 360

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

McClarren Financial Advisors's CVCO Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Cavco Industries (CVCO) in Q1 2025, closing a stake of 953 shares — an estimated $60K sold.

McClarren Financial Advisors first reported a position in CVCO in Q4 2022 and held it in 8 quarters. The position peaked at $60K in Q4 2024. 334 funds tracked by Wall St. Rank hold CVCO as of Q1 2025.

  • McClarren Financial Advisors reported no remaining Cavco Industries position as of Q1 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 953 Cavco Industries shares in Q1 2025, an estimated $60K.
  • McClarren Financial Advisors first reported a position in Cavco Industries in Q4 2022 and held it in 8 quarters.
  • McClarren Financial Advisors's Cavco Industries position peaked at $60K in Q4 2024.
  • 334 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.