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Surevest’s Cavco Industries CVCO Stock Holding History

Surevest’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
2022
Q3 		$3K Hold
14
– – ﹤0.01% 353
2022
Q2 		$3K Hold
14
– – ﹤0.01% 374
2022
Q1 		$3K Hold
14
– – ﹤0.01% 354
2021
Q4 		$4K Buy
+14
New +$3.9K ﹤0.01% 335

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Surevest's CVCO Position: Q3 2022 in Review

Surevest held its Cavco Industries (CVCO) position steady in Q3 2022 at 14 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Surevest first reported a position in CVCO in Q4 2021 and has held it in 4 quarters since. The position peaked at $4K in Q4 2021. 241 funds tracked by Wall St. Rank hold CVCO as of Q3 2022.

  • Surevest held 14 shares of Cavco Industries worth $3K as of Q3 2022.
  • Surevest left its Cavco Industries share count unchanged in Q3 2022.
  • Cavco Industries made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #353 holding.
  • Surevest first reported a position in Cavco Industries in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Cavco Industries position peaked at $4K in Q4 2021.
  • 241 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.