VitalStone Financial’s CAVA Group CAVA Stock Holding History

VitalStone Financial’s Portfolio CAVA Stock Details CAVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$248	Hold	2	–	–	﹤0.01%	459
2024 Q2	$186	Hold	2	–	–	﹤0.01%	461
2024 Q1	$0	Buy	+2	New	+$107	﹤0.01%	477

Other funds holding CAVA

Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

VitalStone Financial's CAVA Position: Q3 2024 in Review

VitalStone Financial held its CAVA Group (CAVA) position steady in Q3 2024 at 2 shares worth $248. The position accounts for ﹤0.01% of the portfolio, ranked #459.

VitalStone Financial first reported a position in CAVA in Q1 2024 and has held it in 3 quarters since. 449 funds tracked by Wall St. Rank hold CAVA as of Q3 2024.

VitalStone Financial held 2 shares of CAVA Group worth $248 as of Q3 2024.
VitalStone Financial left its CAVA Group share count unchanged in Q3 2024.
CAVA Group made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #459 holding.
VitalStone Financial first reported a position in CAVA Group in Q1 2024 and has held it in 3 quarters since.
449 funds tracked by Wall St. Rank held CAVA Group as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.