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Perpetual Ltd’s Cavco Industries CVCO Stock Holding History

Perpetual Ltd’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
2020
Q3 		$1.48M Hold
8,201
– – 0.11% 176
2020
Q2 		$1.58M Hold
8,201
– – 0.15% 122
2020
Q1 		$1.19M Buy
+8,201
New +$1.61M 0.17% 142
2017
Q3 		– Sell
-14,556
Closed -$1.89M – 194
2017
Q2 		$1.89M Buy
+14,556
New +$1.74M 0.15% 145
2016
Q4 		– Sell
-9,195
Closed -$911K – 136
2016
Q3 		$911K Buy
+9,195
New +$917K 0.07% 172

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Perpetual Ltd's CVCO Position: Q3 2020 in Review

Perpetual Ltd held its Cavco Industries (CVCO) position steady in Q3 2020 at 8,201 shares worth $1.48M. The position accounts for 0.11% of the portfolio, ranked #176.

Perpetual Ltd first reported a position in CVCO in Q3 2016 and has held it in 5 quarters since. The position peaked at $1.89M in Q2 2017. 201 funds tracked by Wall St. Rank hold CVCO as of Q3 2020.

  • Perpetual Ltd held 8,201 shares of Cavco Industries worth $1.48M as of Q3 2020.
  • Perpetual Ltd left its Cavco Industries share count unchanged in Q3 2020.
  • Cavco Industries made up 0.11% of Perpetual Ltd's portfolio in Q3 2020, its #176 holding.
  • Perpetual Ltd first reported a position in Cavco Industries in Q3 2016 and has held it in 5 quarters since.
  • Perpetual Ltd's Cavco Industries position peaked at $1.89M in Q2 2017.
  • 201 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2020.

Based on Perpetual Ltd's 13F filing for Q3 2020, filed 8 Dec 2020.