Algert Global’s CSW Industrials CSW Stock Holding History

Algert Global’s Portfolio CSW Stock Details CSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,064	Closed	-$3.75M	–	1168
2025 Q2	$3.75M	Buy	13,064 +5,680	+77%	+$1.72M	0.08%	427
2025 Q1	$2.15M	Hold	7,384	–	–	0.05%	582
2024 Q4	$2.61M	Buy	7,384 +5,140	+229%	+$2M	0.06%	515
2024 Q3	$822K	Buy	2,244 +680	+43%	+$212K	0.02%	795
2024 Q2	$415K	Buy	+1,564	New	+$388K	0.01%	983
2020 Q4	–	Sell	-5,173	Closed	-$400K	–	424
2020 Q3	$400K	Sell	5,173 -1,308	-20%	-$94.8K	0.13%	218
2020 Q2	$448K	Buy	6,481 +3,140	+94%	+$212K	0.15%	202
2020 Q1	$217K	Buy	+3,341	New	+$242K	0.09%	291
2019 Q4	–	Sell	-3,240	Closed	-$224K	–	393
2019 Q3	$224K	Hold	3,240	–	–	0.08%	259
2019 Q2	$221K	Sell	3,240 -1,065	-25%	-$66.6K	0.08%	263
2019 Q1	$247K	Buy	+4,305	New	+$233K	0.14%	219

Other funds holding CSW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Algert Global's CSW Position: Q3 2025 in Review

Algert Global sold out of CSW Industrials (CSW) in Q3 2025, closing a stake of 13,064 shares — an estimated $3.75M sold.

Algert Global first reported a position in CSW in Q1 2019 and held it in 11 quarters. The position peaked at $3.75M in Q2 2025. 346 funds tracked by Wall St. Rank hold CSW as of Q3 2025.

Algert Global reported no remaining CSW Industrials position as of Q3 2025 after selling out during the quarter.
Algert Global sold 13,064 CSW Industrials shares in Q3 2025, an estimated $3.75M.
Algert Global first reported a position in CSW Industrials in Q1 2019 and held it in 11 quarters.
Algert Global's CSW Industrials position peaked at $3.75M in Q2 2025.
346 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.