Bartlett & Co’s CSW Industrials CSW Stock Holding History

Bartlett & Co’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
2022 Q4	–	Sell	-24	Closed	-$3K	–	1098
2022 Q3	$3K	Hold	24	–	–	﹤0.01%	987
2022 Q2	$2K	Buy	+24	New	+$2.56K	﹤0.01%	1161

Other funds holding CSW

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Bartlett & Co's CSW Position: Q4 2022 in Review

Bartlett & Co sold out of CSW Industrials (CSW) in Q4 2022, closing a stake of 24 shares — an estimated $3K sold.

Bartlett & Co first reported a position in CSW in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 188 funds tracked by Wall St. Rank hold CSW as of Q4 2022.

Bartlett & Co reported no remaining CSW Industrials position as of Q4 2022 after selling out during the quarter.
Bartlett & Co sold 24 CSW Industrials shares in Q4 2022, an estimated $3K.
Bartlett & Co first reported a position in CSW Industrials in Q2 2022 and held it in 2 quarters.
Bartlett & Co's CSW Industrials position peaked at $3K in Q3 2022.
188 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2022.

Based on Bartlett & Co's 13F filing for Q4 2022, filed 4 Jan 2023.