Stifel Financial
CVCO icon

Stifel Financial’s Cavco Industries CVCO Stock Holding History

Stifel Financial’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
2026
Q1 		$434K Buy
896
+9
+1% +$5.11K ﹤0.01% 2954
2025
Q4 		$524K Sell
887
-75
-8% -$42.5K ﹤0.01% 2831
2025
Q3 		$559K Buy
962
+124
+15% +$60.6K ﹤0.01% 2743
2025
Q2 		$364K Sell
838
-109
-12% -$51.1K ﹤0.01% 2942
2025
Q1 		$492K Buy
947
+8
+0.9% +$4.02K ﹤0.01% 2694
2024
Q4 		$419K Sell
939
-3
-0.3% -$1.38K ﹤0.01% 2781
2024
Q3 		$403K Sell
942
-87
-8% -$34.3K ﹤0.01% 2801
2024
Q2 		$356K Buy
1,029
+48
+5% +$17.5K ﹤0.01% 2826
2024
Q1 		$391K Buy
981
+30
+3% +$10.6K ﹤0.01% 2744
2023
Q4 		$330K Buy
+951
New +$271K ﹤0.01% 2796
2020
Q2 		– Sell
-2,432
Closed -$342K – 2867
2020
Q1 		$342K Sell
2,432
-65,614
-96% -$12.9M ﹤0.01% 2098
2019
Q4 		$13.3M Sell
68,046
-1,611
-2% -$316K 0.03% 491
2019
Q3 		$13.4M Buy
69,657
+11,123
+19% +$1.97M 0.03% 451
2019
Q2 		$9.2M Sell
58,534
-2,167
-4% -$295K 0.02% 600
2019
Q1 		$7.14M Buy
60,701
+4,266
+8% +$583K 0.02% 659
2018
Q4 		$7.39M Buy
56,435
+11,893
+27% +$2.15M 0.02% 586
2018
Q3 		$11.3M Sell
44,542
-7,139
-14% -$1.65M 0.03% 493
2018
Q2 		$10.8M Buy
+51,681
New +$9.71M 0.03% 517

Other funds holding CVCO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return