Cassady Schiller Wealth Management’s Cintas CTAS Stock Holding History

Cassady Schiller 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 Q4	$4.47M	Sell	24,458 -69	-0.3%	-$14.5K	1.64%	11
2024 Q3	$5.05M	Sell	24,527 -1	-0%	-$193	1.85%	10
2024 Q2	$4.29M	Hold	24,528	–	–	1.74%	11
2024 Q1	$4.21M	Buy	24,528 +664	+3%	+$102K	1.88%	9
2023 Q4	$3.6M	Hold	23,864	–	–	1.8%	12
2023 Q3	$2.87M	Sell	23,864 -200	-0.8%	-$24.9K	1.59%	12
2023 Q2	$2.99M	Sell	24,064 -320	-1%	-$37.5K	1.62%	12
2023 Q1	$2.82M	Hold	24,384	–	–	1.33%	13
2022 Q4	$2.75M	Sell	24,384 -1,000	-4%	-$108K	1.69%	11
2022 Q3	$2.46M	Sell	25,384 -1,148	-4%	-$117K	1.42%	13
2022 Q2	$2.48M	Hold	26,532	–	–	1.3%	15
2022 Q1	$2.82M	Buy	26,532 +16,372	+161%	+$1.59M	1.36%	15
2021 Q4	$1.13M	Buy	+10,160	New	+$1.09M	0.68%	30

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

FWIA

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

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

Cassady Schiller Wealth Management's CTAS Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its Cintas (CTAS) stake by 0.28% in Q4 2024, selling an estimated $14.5K and leaving 24,458 shares worth $4.47M. The position accounts for 1.64% of the portfolio, ranked #11.

Cassady Schiller Wealth Management first reported a position in CTAS in Q4 2021 and has held it in 13 quarters since. The position peaked at $5.05M in Q3 2024. 1,388 funds tracked by Wall St. Rank hold CTAS as of Q4 2024.

Cassady Schiller Wealth Management held 24,458 shares of Cintas worth $4.47M as of Q4 2024.
Cassady Schiller Wealth Management sold 69 Cintas shares in Q4 2024, an estimated $14.5K.
Cintas made up 1.64% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #11 holding.
Cassady Schiller Wealth Management first reported a position in Cintas in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's Cintas position peaked at $5.05M in Q3 2024.
1,388 funds tracked by Wall St. Rank held Cintas as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.