Cavalier Investments, LLC Closed Holding Positions

Cavalier Investments, LLC

  • $318 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CLX
Clorox CO

Consumer Defensive
Q1 2021 Filed on May 13, 2021
1,900
$178.17 - $222.18 $339K - $422K
APPS
Digital Turbine, Inc.

Technology
Q1 2021 Filed on May 13, 2021
16,035
$49.09 - $94.74 $787K - $1.52M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2021 Filed on May 13, 2021
1,976
$113.42 - $118.04 $224K - $233K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2021 Filed on May 13, 2021
21,443
$75.75 - $89.99 $1.62M - $1.93M
MNST
Monster Beverage Corp

Consumer Defensive
Q1 2021 Filed on May 13, 2021
14,772
$84.6 - $94.99 $1.25M - $1.4M
ENPH
Enphase Energy, Inc.

Technology
Q1 2021 Filed on May 13, 2021
9,193
$132.06 - $213.76 $1.21M - $1.97M
VIG
Vanguard Dividend Appreciation

ETFs
Q1 2021 Filed on May 13, 2021
16,690
N/A
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
3,488
$285.14 - $367.29 $995K - $1.28M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2021 Filed on May 13, 2021
18,854
$42.41 - $47.37 $800K - $893K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q1 2021 Filed on May 13, 2021
9,853
$112.92 - $122.16 $1.11M - $1.2M
Proshares Tr Ii
Q4 2020 Filed on Feb 12, 2021
426,291
N/A
DXCM
Dexcom Inc

Healthcare
Q4 2020 Filed on Feb 12, 2021
1,992
$78.0 - $104.5 $155K - $208K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2020 Filed on Feb 12, 2021
10,513
$75.12 - $92.85 $790K - $976K
AMGN
Amgen Inc

Healthcare
Q4 2020 Filed on Feb 12, 2021
3,523
$216.38 - $257.67 $762K - $908K
IBB
Ishares Biotechnology ETF

ETFs
Q3 2020 Filed on Nov 12, 2020
6,807
$126.88 - $145.8 $864K - $992K
ZTO
Zto Express (Cayman) Inc.

Industrials
Q3 2020 Filed on Nov 12, 2020
11,700
$28.68 - $37.88 $336K - $443K
BIIB
Biogen Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
4,708
$264.77 - $305.71 $1.25M - $1.44M
XLP
Consumer Staples Sector Spdr

ETFs
Q3 2020 Filed on Nov 12, 2020
37,114
N/A
SAFE
Safehold Inc.

Real Estate
Q3 2020 Filed on Nov 12, 2020
11,000
$48.19 - $63.29 $530K - $696K
PEP
Pepsico Inc

Consumer Defensive
Q3 2020 Filed on Nov 12, 2020
9,588
$131.0 - $143.29 $1.26M - $1.37M
UCTT
Ultra Clean Holdings, Inc.

Technology
Q3 2020 Filed on Nov 12, 2020
21,200
$19.22 - $30.81 $407K - $653K
VGT
Vanguard Information Technolog

ETFs
Q3 2020 Filed on Nov 12, 2020
5,890
$279.37 - $338.36 $1.65M - $1.99M
TXN
Texas Instruments Inc

Technology
Q3 2020 Filed on Nov 12, 2020
9,947
$124.8 - $147.64 $1.24M - $1.47M
LHCG
Lhc Group, Inc

Healthcare
Q2 2020 Filed on Aug 10, 2020
2,300
$121.01 - $174.32 $278K - $401K
LAMR
Lamar Advertising CO

Real Estate
Q2 2020 Filed on Aug 10, 2020
5,500
$38.07 - $76.58 $209K - $421K
HEI
Heico Corp

Industrials
Q2 2020 Filed on Aug 10, 2020
10,625
$68.08 - $116.72 $723K - $1.24M
TEAM
Atlassian Corp PLC

Technology
Q2 2020 Filed on Aug 10, 2020
4,400
$129.01 - $188.32 $568K - $829K
NICE
Nice Ltd.

Technology
Q2 2020 Filed on Aug 10, 2020
9,400
$140.88 - $196.74 $1.32M - $1.85M
SUI
Sun Communities Inc

Real Estate
Q2 2020 Filed on Aug 10, 2020
6,900
$106.75 - $147.74 $737K - $1.02M
AJX
Great Ajax Corp.

Real Estate
Q2 2020 Filed on Aug 10, 2020
866
$4.43 - $10.71 $3.84K - $9.27K
KNSL
Kinsale Capital Group, Inc.

Financial Services
Q2 2020 Filed on Aug 10, 2020
2,900
$99.52 - $158.82 $289K - $461K
ABR
Arbor Realty Trust Inc

Real Estate
Q2 2020 Filed on Aug 10, 2020
198,528
$4.06 - $11.0 $806K - $2.18M
VEEV
Veeva Systems Inc

Healthcare
Q2 2020 Filed on Aug 10, 2020
11,800
$150.11 - $239.1 $1.77M - $2.82M
CYBR
Cyber Ark Software Ltd.

Technology
Q2 2020 Filed on Aug 10, 2020
22,756
$76.75 - $114.77 $1.75M - $2.61M
KEYS
Keysight Technologies, Inc.

Technology
Q2 2020 Filed on Aug 10, 2020
9,200
$80.89 - $108.13 $744K - $995K
QLYS
Qualys, Inc.

Technology
Q2 2020 Filed on Aug 10, 2020
15,700
$82.8 - $117.93 $1.3M - $1.85M
MEDP
Medpace Holdings, Inc.

Healthcare
Q2 2020 Filed on Aug 10, 2020
9,700
$68.08 - $95.68 $660K - $928K
SPNS
Sapiens International Corp N V

Technology
Q2 2020 Filed on Aug 10, 2020
46,300
$17.62 - $29.24 $816K - $1.35M
GLOB
Globant S.A.

Technology
Q2 2020 Filed on Aug 10, 2020
4,100
$72.65 - $150.78 $298K - $618K
UFPT
Ufp Technologies Inc

Healthcare
Q2 2020 Filed on Aug 10, 2020
7,000
$35.06 - $46.95 $245K - $329K
KRNT
Kornit Digital Ltd.

Industrials
Q2 2020 Filed on Aug 10, 2020
21,300
$23.05 - $53.38 $491K - $1.14M
ACGL
Arch Capital Group Ltd.

Financial Services
Q2 2020 Filed on Aug 10, 2020
7,400
$22.24 - $35.65 $165K - $264K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q2 2020 Filed on Aug 10, 2020
7,100
$69.6 - $81.75 $494K - $580K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q2 2020 Filed on Aug 10, 2020
1,100
$611.01 - $1070.25 $672K - $1.18M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q2 2020 Filed on Aug 10, 2020
49,302
$86.48 - $86.8 $4.26M - $4.28M
AUDC
Audiocodes LTD

Technology
Q2 2020 Filed on Aug 10, 2020
83,699
$21.36 - $38.69 $1.79M - $3.24M
DQ
Daqo New Energy Corp.

Technology
Q2 2020 Filed on Aug 10, 2020
5,900
$8.93 - $15.26 $52.7K - $90K
ASML
Asml Holding Nv

Technology
Q2 2020 Filed on Aug 10, 2020
900
$244.61 - $368.03 $220K - $331K
OLED
Universal Display Corp Pa

Technology
Q2 2020 Filed on Aug 10, 2020
16,100
$118.31 - $165.1 $1.9M - $2.66M
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