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Wintrust Investments’s Cavco Industries CVCO Stock Holding History

Wintrust Investments’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
2024
Q2 		– Sell
-500
Closed -$200K – 470
2024
Q1 		$200K Buy
+500
New +$177K 0.02% 451

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Wintrust Investments's CVCO Position: Q2 2024 in Review

Wintrust Investments sold out of Cavco Industries (CVCO) in Q2 2024, closing a stake of 500 shares — an estimated $200K sold.

Wintrust Investments first reported a position in CVCO in Q1 2024 and held it in 1 quarter. The position peaked at $200K in Q1 2024. 271 funds tracked by Wall St. Rank hold CVCO as of Q2 2024.

  • Wintrust Investments reported no remaining Cavco Industries position as of Q2 2024 after selling out during the quarter.
  • Wintrust Investments sold 500 Cavco Industries shares in Q2 2024, an estimated $200K.
  • Wintrust Investments first reported a position in Cavco Industries in Q1 2024 and held it in 1 quarter.
  • Wintrust Investments's Cavco Industries position peaked at $200K in Q1 2024.
  • 271 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2024.

Based on Wintrust Investments's 13F filing for Q2 2024, filed 13 Aug 2024.