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Sweet Financial Partners’s CACI CACI Stock Holding History

Sweet Financial Partners’s Portfolio CACI Stock Details CACI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,000
Closed -$296K – 179
2023
Q1 		$296K Hold
1,000
– – 0.08% 143
2022
Q4 		$301K Hold
1,000
– – 0.09% 139
2022
Q3 		$261K Hold
1,000
– – 0.08% 140
2022
Q2 		$282K Sell
1,000
-19
-2% -$5.29K 0.09% 133
2022
Q1 		$307K Sell
1,019
-489
-32% -$135K 0.08% 133
2021
Q4 		$406K Buy
+1,508
New +$413K 0.17% 86

Other funds holding CACI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sweet Financial Partners's CACI Position: Q2 2023 in Review

Sweet Financial Partners sold out of CACI (CACI) in Q2 2023, closing a stake of 1,000 shares — an estimated $296K sold.

Sweet Financial Partners first reported a position in CACI in Q4 2021 and held it in 6 quarters. The position peaked at $406K in Q4 2021. 431 funds tracked by Wall St. Rank hold CACI as of Q2 2023.

  • Sweet Financial Partners reported no remaining CACI position as of Q2 2023 after selling out during the quarter.
  • Sweet Financial Partners sold 1,000 CACI shares in Q2 2023, an estimated $296K.
  • Sweet Financial Partners first reported a position in CACI in Q4 2021 and held it in 6 quarters.
  • Sweet Financial Partners's CACI position peaked at $406K in Q4 2021.
  • 431 funds tracked by Wall St. Rank held CACI as of Q2 2023.

Based on Sweet Financial Partners's 13F filing for Q2 2023, filed 24 Jul 2023.