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MPS Loria Financial Planners’s Cavco Industries CVCO Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-6
Closed -$1K – 214
2021
Q1 		$1K Hold
6
– – ﹤0.01% 486
2020
Q4 		$1K Hold
6
– – ﹤0.01% 523
2020
Q3 		$1K Hold
6
– – ﹤0.01% 306
2020
Q2 		$1K Buy
+6
New +$983 ﹤0.01% 313
2017
Q3 		– Sell
-6
Closed -$1K – 142
2017
Q2 		$1K Buy
+6
New +$716 ﹤0.01% 368

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

MPS Loria Financial Planners's CVCO Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Cavco Industries (CVCO) in Q2 2021, closing a stake of 6 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in CVCO in Q2 2017 and held it in 5 quarters. The position peaked at $1K in Q1 2021. 187 funds tracked by Wall St. Rank hold CVCO as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Cavco Industries position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 6 Cavco Industries shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Cavco Industries in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Cavco Industries position peaked at $1K in Q1 2021.
  • 187 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.