9258 Wealth Management’s Cintas CTAS Stock Holding History

9258 Wealth Management’s Portfolio CTAS Stock Details CTAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.16M	Sell	5,647 -193	-3%	-$37.2K	0.17%	110
2024 Q2	$1.02M	Hold	5,840	–	–	0.16%	118
2024 Q1	$1M	Sell	5,840 -304	-5%	-$46.8K	0.16%	121
2023 Q4	$926K	Sell	6,144 -12	-0.2%	-$1.61K	0.16%	123
2023 Q3	$740K	Buy	6,156 +1,204	+24%	+$150K	0.14%	132
2023 Q2	$615K	Hold	4,952	–	–	0.12%	154
2023 Q1	$573K	Sell	4,952 -36	-0.7%	-$3.97K	0.12%	162
2022 Q4	$563K	Hold	4,988	–	–	0.12%	160
2022 Q3	$484K	Buy	4,988 +1,200	+32%	+$123K	0.12%	169
2022 Q2	$354K	Hold	3,788	–	–	0.09%	219
2022 Q1	$403K	Sell	3,788 -136	-3%	-$13.2K	0.09%	225
2021 Q4	$435K	Hold	3,924	–	–	0.1%	214
2021 Q3	$373K	Hold	3,924	–	–	0.1%	218
2021 Q2	$375K	Hold	3,924	–	–	0.1%	215
2021 Q1	$335K	Sell	3,924 -800	-17%	-$67.7K	0.1%	217
2020 Q4	$417K	Hold	4,724	–	–	0.14%	170
2020 Q3	$371K	Buy	4,724 +300	+7%	+$23.1K	0.14%	168
2020 Q2	$295K	Hold	4,424	–	–	0.12%	207
2020 Q1	$235K	Buy	4,424 +800	+22%	+$52.3K	0.1%	223
2019 Q4	$244K	Buy	+3,624	New	+$238K	0.09%	245

Other funds holding CTAS

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

9258 Wealth Management's CTAS Position: Q3 2024 in Review

9258 Wealth Management reduced its Cintas (CTAS) stake by 3.3% in Q3 2024, selling an estimated $37.2K and leaving 5,647 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #110.

9258 Wealth Management first reported a position in CTAS in Q4 2019 and has held it in 20 quarters since. 1,349 funds tracked by Wall St. Rank hold CTAS as of Q3 2024.

9258 Wealth Management held 5,647 shares of Cintas worth $1.16M as of Q3 2024.
9258 Wealth Management sold 193 Cintas shares in Q3 2024, an estimated $37.2K.
Cintas made up 0.17% of 9258 Wealth Management's portfolio in Q3 2024, its #110 holding.
9258 Wealth Management first reported a position in Cintas in Q4 2019 and has held it in 20 quarters since.
1,349 funds tracked by Wall St. Rank held Cintas as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.