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Steward Financial Group’s Cavco Industries CVCO Stock Holding History

Steward Financial Group’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
Q3 		$4K Buy
+17
New +$4.77K ﹤0.01% 705
2022
Q3 		– Sell
-5
Closed – – 379
2022
Q2 		$0 Buy
+5
New +$1.11K ﹤0.01% 1052

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
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's CVCO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Cavco Industries (CVCO) in Q3 2023: 17 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #705 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CVCO as recently as Q2 2022.

Steward Financial Group first reported a position in CVCO in Q2 2022 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold CVCO as of Q3 2023.

  • Steward Financial Group held 17 shares of Cavco Industries worth $4K as of Q3 2023.
  • Cavco Industries was a new Steward Financial Group position in Q3 2023.
  • Cavco Industries made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #705 holding.
  • Steward Financial Group first reported a position in Cavco Industries in Q2 2022 and has held it in 2 quarters since.
  • 253 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.