Trivant Custom Portfolio Group’s Cavco Industries CVCO Stock Holding History

Trivant Custom Portfolio 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
2025 Q2	–	Sell	-60	Closed	-$31.2K	–	124
2025 Q1	$31.2K	Sell	60 -30	-33%	-$15.1K	0.02%	109
2024 Q4	$40.2K	Hold	90	–	–	0.02%	91
2024 Q3	$38.5K	Sell	90 -225	-71%	-$88.8K	0.02%	93
2024 Q2	$109K	Sell	315 -25	-7%	-$9.1K	0.07%	77
2024 Q1	$136K	Sell	340 -103	-23%	-$36.5K	0.09%	65
2023 Q4	$154K	Sell	443 -59	-12%	-$16.8K	0.1%	66
2023 Q3	$133K	Sell	502 -235	-32%	-$65.9K	0.1%	56
2023 Q2	$217K	Sell	737 -116	-14%	-$33.3K	0.15%	49
2023 Q1	$271K	Buy	+853	New	+$236K	0.19%	51

Other funds holding CVCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Trivant Custom Portfolio Group's CVCO Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of Cavco Industries (CVCO) in Q2 2025, closing a stake of 60 shares — an estimated $31.2K sold.

Trivant Custom Portfolio Group first reported a position in CVCO in Q1 2023 and held it in 9 quarters. The position peaked at $271K in Q1 2023. 314 funds tracked by Wall St. Rank hold CVCO as of Q2 2025.

Trivant Custom Portfolio Group reported no remaining Cavco Industries position as of Q2 2025 after selling out during the quarter.
Trivant Custom Portfolio Group sold 60 Cavco Industries shares in Q2 2025, an estimated $31.2K.
Trivant Custom Portfolio Group first reported a position in Cavco Industries in Q1 2023 and held it in 9 quarters.
Trivant Custom Portfolio Group's Cavco Industries position peaked at $271K in Q1 2023.
314 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.