SkyOak Wealth’s CAVA Group CAVA Stock Holding History

SkyOak Wealth’s Portfolio CAVA Stock Details CAVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,606	Closed	-$323K	–	260
2024 Q3	$323K	Sell	2,606 -993	-28%	-$101K	0.07%	155
2024 Q2	$334K	Buy	+3,599	New	+$278K	0.08%	159

Other funds holding CAVA

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

SkyOak Wealth's CAVA Position: Q4 2024 in Review

SkyOak Wealth sold out of CAVA Group (CAVA) in Q4 2024, closing a stake of 2,606 shares — an estimated $323K sold.

SkyOak Wealth first reported a position in CAVA in Q2 2024 and held it in 2 quarters. The position peaked at $334K in Q2 2024. 521 funds tracked by Wall St. Rank hold CAVA as of Q4 2024.

SkyOak Wealth reported no remaining CAVA Group position as of Q4 2024 after selling out during the quarter.
SkyOak Wealth sold 2,606 CAVA Group shares in Q4 2024, an estimated $323K.
SkyOak Wealth first reported a position in CAVA Group in Q2 2024 and held it in 2 quarters.
SkyOak Wealth's CAVA Group position peaked at $334K in Q2 2024.
521 funds tracked by Wall St. Rank held CAVA Group as of Q4 2024.

Based on SkyOak Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.