Shell Asset Management’s Cavco Industries CVCO Stock Holding History

Shell Asset Management’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
2025 Q3	$74K	Sell	127 -194	-60%	-$94.9K	0.01%	742
2025 Q2	$139K	Sell	321 -72	-18%	-$33.7K	﹤0.01%	886
2025 Q1	$204K	Sell	393 -17	-4%	-$8.55K	0.01%	789
2024 Q4	$183K	Sell	410 -1	-0.2%	-$459	0.01%	871
2024 Q3	$176K	Buy	+411	New	+$162K	0.01%	883
2024 Q1	$150K	Sell	434 -43	-9%	-$15.2K	0.01%	912
2023 Q4	$165K	Sell	477 -143	-23%	-$40.8K	0.01%	922
2023 Q3	$165K	Sell	620 -10	-2%	-$2.8K	0.01%	963
2023 Q2	$186K	Buy	+630	New	+$181K	0.01%	943

Other funds holding CVCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Shell Asset Management's CVCO Position: Q3 2025 in Review

Shell Asset Management reduced its Cavco Industries (CVCO) stake by 60% in Q3 2025, selling an estimated $94.9K and leaving 127 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #742.

Shell Asset Management first reported a position in CVCO in Q2 2023 and has held it in 9 quarters since. The position peaked at $204K in Q1 2025. 325 funds tracked by Wall St. Rank hold CVCO as of Q3 2025.

Shell Asset Management held 127 shares of Cavco Industries worth $74K as of Q3 2025.
Shell Asset Management sold 194 Cavco Industries shares in Q3 2025, an estimated $94.9K.
Cavco Industries made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #742 holding.
Shell Asset Management first reported a position in Cavco Industries in Q2 2023 and has held it in 9 quarters since.
Shell Asset Management's Cavco Industries position peaked at $204K in Q1 2025.
325 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.