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Security National Bank’s Cavco Industries CVCO Stock Holding History

Security National Bank’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
2024
Q3 		– Sell
-20
Closed -$6.92K – 284
2024
Q2 		$6.92K Hold
20
– – ﹤0.01% 269
2024
Q1 		$7.98K Hold
20
– – ﹤0.01% 253
2023
Q4 		$6.93K Buy
+20
New +$5.7K ﹤0.01% 266

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

Security National Bank's CVCO Position: Q3 2024 in Review

Security National Bank sold out of Cavco Industries (CVCO) in Q3 2024, closing a stake of 20 shares — an estimated $6.92K sold.

Security National Bank first reported a position in CVCO in Q4 2023 and held it in 3 quarters. The position peaked at $7.98K in Q1 2024. 292 funds tracked by Wall St. Rank hold CVCO as of Q3 2024.

  • Security National Bank reported no remaining Cavco Industries position as of Q3 2024 after selling out during the quarter.
  • Security National Bank sold 20 Cavco Industries shares in Q3 2024, an estimated $6.92K.
  • Security National Bank first reported a position in Cavco Industries in Q4 2023 and held it in 3 quarters.
  • Security National Bank's Cavco Industries position peaked at $7.98K in Q1 2024.
  • 292 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2024.

Based on Security National Bank's 13F filing for Q3 2024, filed 7 Oct 2024.