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Milestone Investment Advisors’s Cavco Industries CVCO Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-10
Closed -$2.66K – 199
2023
Q3 		$2.66K Buy
+10
New +$2.8K ﹤0.01% 353
2023
Q2 		– Sell
-10
Closed -$3.18K – 194
2023
Q1 		$3.18K Buy
+10
New +$2.77K ﹤0.01% 344

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Milestone Investment Advisors's CVCO Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Cavco Industries (CVCO) in Q4 2023, closing a stake of 10 shares — an estimated $2.66K sold.

Milestone Investment Advisors first reported a position in CVCO in Q1 2023 and held it in 2 quarters. The position peaked at $3.18K in Q1 2023. 258 funds tracked by Wall St. Rank hold CVCO as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Cavco Industries position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 10 Cavco Industries shares in Q4 2023, an estimated $2.66K.
  • Milestone Investment Advisors first reported a position in Cavco Industries in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Cavco Industries position peaked at $3.18K in Q1 2023.
  • 258 funds tracked by Wall St. Rank held Cavco Industries as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.