Windsor Wealth Management’s Champion Homes SKY Stock Holding History

Windsor Wealth Management’s Portfolio SKY Stock Details SKY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,000	Closed	-$253K	–	222
2022 Q1	$253K	Sell	5,000 -5,000	-50%	-$339K	0.05%	205
2021 Q4	$792K	Sell	10,000 -10,000	-50%	-$722K	0.15%	120
2021 Q3	$1.22M	Sell	20,000 -10,000	-33%	-$592K	0.25%	87
2021 Q2	$1.6M	Buy	+30,000	New	+$1.41M	0.35%	60

Other funds holding SKY

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

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

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

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Windsor Wealth Management's SKY Position: Q2 2022 in Review

Windsor Wealth Management sold out of Champion Homes (SKY) in Q2 2022, closing a stake of 5,000 shares — an estimated $253K sold.

Windsor Wealth Management first reported a position in SKY in Q2 2021 and held it in 4 quarters. The position peaked at $1.6M in Q2 2021. 258 funds tracked by Wall St. Rank hold SKY as of Q2 2022.

Windsor Wealth Management reported no remaining Champion Homes position as of Q2 2022 after selling out during the quarter.
Windsor Wealth Management sold 5,000 Champion Homes shares in Q2 2022, an estimated $253K.
Windsor Wealth Management first reported a position in Champion Homes in Q2 2021 and held it in 4 quarters.
Windsor Wealth Management's Champion Homes position peaked at $1.6M in Q2 2021.
258 funds tracked by Wall St. Rank held Champion Homes as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.