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Stifel Financial’s
Covenant Logistics
CVLG
Stock Holding History
Stifel Financial’s Portfolio
CVLG Stock Details
CVLG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q3
–
Sell
-35,800
Closed
-$258K
–
2898
2020
Q2
$258K
Buy
+35,800
New
+$182K
﹤0.01%
2447
2020
Q1
–
Sell
-58,440
Closed
-$377K
–
2869
2019
Q4
$377K
Sell
58,440
-48,280
-45%
-$350K
﹤0.01%
2424
2019
Q3
$877K
Sell
106,720
-984
-0.9%
-$7.57K
﹤0.01%
1841
2019
Q2
$792K
Buy
+107,704
New
+$942K
﹤0.01%
1947
Other funds holding CVLG
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
SAM
Scopus Asset Management
New York
$3.19B AUM
36.85%
1-Year Est. Return
Russell Investments Group
London, United Kingdom
$93.1B AUM
28.26%
1-Year Est. Return
FP
Foundry Partners
Minneapolis, Minnesota
$1.89B AUM
9.84%
1-Year Est. Return
MPAM
Monarch Partners Asset Management
Boston, Massachusetts
$339M AUM
2.52%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
TCM
Tygh Capital Management
Portland, Oregon
$782M AUM
39.44%
1-Year Est. Return
NCGI
Next Century Growth Investors
Plymouth, Minnesota
$1.38B AUM
102.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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