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Schubert & Co’s Cavco Industries CVCO Stock Holding History

Schubert & Co’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
-8
Closed -$2.54K – 402
2023
Q1 		$2.54K Hold
8
– – ﹤0.01% 790
2022
Q4 		$1.81K Buy
8
+4
+100% +$888 ﹤0.01% 927
2022
Q3 		$1K Hold
4
– – ﹤0.01% 1060
2022
Q2 		$1K Buy
4
+3
+300% +$668 ﹤0.01% 1050
2022
Q1 		$0 Buy
+1
New +$276 ﹤0.01% 1124

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

Schubert & Co's CVCO Position: Q2 2023 in Review

Schubert & Co sold out of Cavco Industries (CVCO) in Q2 2023, closing a stake of 8 shares — an estimated $2.54K sold.

Schubert & Co first reported a position in CVCO in Q1 2022 and held it in 5 quarters. The position peaked at $2.54K in Q1 2023. 253 funds tracked by Wall St. Rank hold CVCO as of Q2 2023.

  • Schubert & Co reported no remaining Cavco Industries position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 8 Cavco Industries shares in Q2 2023, an estimated $2.54K.
  • Schubert & Co first reported a position in Cavco Industries in Q1 2022 and held it in 5 quarters.
  • Schubert & Co's Cavco Industries position peaked at $2.54K in Q1 2023.
  • 253 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.