Vontobel Holding’s Cavco Industries CVCO Stock Holding History

Vontobel Holding’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
2023 Q3	–	Sell	-790	Closed	-$233K	–	1084
2023 Q2	$233K	Buy	+790	New	+$227K	﹤0.01%	974

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BBCM

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

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

GKIM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Vontobel Holding's CVCO Position: Q3 2023 in Review

Vontobel Holding sold out of Cavco Industries (CVCO) in Q3 2023, closing a stake of 790 shares — an estimated $233K sold.

Vontobel Holding first reported a position in CVCO in Q2 2023 and held it in 1 quarter. The position peaked at $233K in Q2 2023. 253 funds tracked by Wall St. Rank hold CVCO as of Q3 2023.

Vontobel Holding reported no remaining Cavco Industries position as of Q3 2023 after selling out during the quarter.
Vontobel Holding sold 790 Cavco Industries shares in Q3 2023, an estimated $233K.
Vontobel Holding first reported a position in Cavco Industries in Q2 2023 and held it in 1 quarter.
Vontobel Holding's Cavco Industries position peaked at $233K in Q2 2023.
253 funds tracked by Wall St. Rank held Cavco Industries as of Q3 2023.

Based on Vontobel Holding's 13F filing for Q3 2023, filed 11 Oct 2023.