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Sageworth Trust’s Cavco Industries CVCO Stock Holding History

Sageworth Trust’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
Q2 		– Sell
-11
Closed -$3.5K – 172
2023
Q1 		$3.5K Hold
11
– – ﹤0.01% 410
2022
Q4 		$2K Hold
11
– – ﹤0.01% 338
2022
Q3 		$2K Hold
11
– – ﹤0.01% 306
2022
Q2 		$2K Hold
11
– – ﹤0.01% 340
2022
Q1 		$3K Hold
11
– – ﹤0.01% 292
2021
Q4 		$3K Sell
11
-39
-78% -$10.9K ﹤0.01% 498
2021
Q3 		$12K Hold
50
– – ﹤0.01% 503
2021
Q2 		$11K Buy
+50
New +$10.9K ﹤0.01% 566

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
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
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Sageworth Trust's CVCO Position: Q2 2023 in Review

Sageworth Trust sold out of Cavco Industries (CVCO) in Q2 2023, closing a stake of 11 shares — an estimated $3.5K sold.

Sageworth Trust first reported a position in CVCO in Q2 2021 and held it in 8 quarters. The position peaked at $12K in Q3 2021. 253 funds tracked by Wall St. Rank hold CVCO as of Q2 2023.

  • Sageworth Trust reported no remaining Cavco Industries position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 11 Cavco Industries shares in Q2 2023, an estimated $3.5K.
  • Sageworth Trust first reported a position in Cavco Industries in Q2 2021 and held it in 8 quarters.
  • Sageworth Trust's Cavco Industries position peaked at $12K in Q3 2021.
  • 253 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.