AG
CSW

Aperio Group’s CSW Industrials CSW Stock Holding History

Aperio Group’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
2020
Q4 		$1.12M Sell
10,040
-528
-5% -$52.7K ﹤0.01% 1536
2020
Q3 		$816K Buy
10,568
+736
+7% +$53.3K ﹤0.01% 1548
2020
Q2 		$679K Buy
9,832
+2,735
+39% +$185K ﹤0.01% 1610
2020
Q1 		$460K Buy
7,097
+2,077
+41% +$150K ﹤0.01% 1694
2019
Q4 		$387K Sell
5,020
-117
-2% -$8.41K ﹤0.01% 1944
2019
Q3 		$355K Sell
5,137
-255
-5% -$17.6K ﹤0.01% 1940
2019
Q2 		$367K Buy
5,392
+368
+7% +$23K ﹤0.01% 1935
2019
Q1 		$288K Buy
+5,024
New +$272K ﹤0.01% 2016

Other funds holding CSW

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Aperio Group's CSW Position: Q4 2020 in Review

Aperio Group reduced its CSW Industrials (CSW) stake by 5% in Q4 2020, selling an estimated $52.7K and leaving 10,040 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Aperio Group first reported a position in CSW in Q1 2019 and has held it in 8 quarters since. 172 funds tracked by Wall St. Rank hold CSW as of Q4 2020.

  • Aperio Group held 10,040 shares of CSW Industrials worth $1.12M as of Q4 2020.
  • Aperio Group sold 528 CSW Industrials shares in Q4 2020, an estimated $52.7K.
  • CSW Industrials made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1536 holding.
  • Aperio Group first reported a position in CSW Industrials in Q1 2019 and has held it in 8 quarters since.
  • 172 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.