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Shaker Investments’s Cavco Industries CVCO Stock Holding History

Shaker Investments’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
-5,358
Closed -$1.7M – 93
2023
Q1 		$1.7M Buy
5,358
+88
+2% +$24.4K 0.95% 36
2022
Q4 		$1.19M Sell
5,270
-2,804
-35% -$623K 0.74% 44
2022
Q3 		$1.66M Buy
8,074
+1,326
+20% +$314K 1.11% 32
2022
Q2 		$1.32M Buy
6,748
+18
+0.3% +$4.01K 0.84% 37
2022
Q1 		$1.62M Buy
6,730
+5,814
+635% +$1.6M 0.82% 38
2021
Q4 		$291K Buy
+916
New +$255K 0.13% 87

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

Shaker Investments's CVCO Position: Q2 2023 in Review

Shaker Investments sold out of Cavco Industries (CVCO) in Q2 2023, closing a stake of 5,358 shares — an estimated $1.7M sold.

Shaker Investments first reported a position in CVCO in Q4 2021 and held it in 6 quarters. The position peaked at $1.7M in Q1 2023. 253 funds tracked by Wall St. Rank hold CVCO as of Q2 2023.

  • Shaker Investments reported no remaining Cavco Industries position as of Q2 2023 after selling out during the quarter.
  • Shaker Investments sold 5,358 Cavco Industries shares in Q2 2023, an estimated $1.7M.
  • Shaker Investments first reported a position in Cavco Industries in Q4 2021 and held it in 6 quarters.
  • Shaker Investments's Cavco Industries position peaked at $1.7M in Q1 2023.
  • 253 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2023.

Based on Shaker Investments's 13F filing for Q2 2023, filed 25 Jul 2023.