SFS
CVCO icon

Sowell Financial Services’s Cavco Industries CVCO Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-9
Closed -$2K – 998
2021
Q1 		$2K Sell
9
-26
-74% -$5.42K ﹤0.01% 2808
2020
Q4 		$6K Buy
35
+26
+289% +$4.82K ﹤0.01% 2196
2020
Q3 		$2K Hold
9
– – ﹤0.01% 2205
2020
Q2 		$2K Hold
9
– – ﹤0.01% 2137
2020
Q1 		$1K Hold
9
– – ﹤0.01% 2211
2019
Q4 		$2K Hold
9
– – ﹤0.01% 2171
2019
Q3 		$2K Buy
+9
New +$1.59K ﹤0.01% 2052

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Sowell Financial Services's CVCO Position: Q2 2021 in Review

Sowell Financial Services sold out of Cavco Industries (CVCO) in Q2 2021, closing a stake of 9 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in CVCO in Q3 2019 and held it in 7 quarters. The position peaked at $6K in Q4 2020. 187 funds tracked by Wall St. Rank hold CVCO as of Q2 2021.

  • Sowell Financial Services reported no remaining Cavco Industries position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 9 Cavco Industries shares in Q2 2021, an estimated $2K.
  • Sowell Financial Services first reported a position in Cavco Industries in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Cavco Industries position peaked at $6K in Q4 2020.
  • 187 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.