Claris Advisors’s Casey's General Stores CASY Stock Holding History

Claris Advisors’s Portfolio CASY Stock Details CASY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3	Closed	-$1.13K	–	242
2024 Q3	$1.13K	Buy	+3	New	+$1.12K	﹤0.01%	410

Other funds holding CASY

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Claris Advisors's CASY Position: Q4 2024 in Review

Claris Advisors sold out of Casey's General Stores (CASY) in Q4 2024, closing a stake of 3 shares — an estimated $1.13K sold.

Claris Advisors first reported a position in CASY in Q3 2024 and held it in 1 quarter. The position peaked at $1.13K in Q3 2024. 703 funds tracked by Wall St. Rank hold CASY as of Q4 2024.

Claris Advisors reported no remaining Casey's General Stores position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 Casey's General Stores shares in Q4 2024, an estimated $1.13K.
Claris Advisors first reported a position in Casey's General Stores in Q3 2024 and held it in 1 quarter.
Claris Advisors's Casey's General Stores position peaked at $1.13K in Q3 2024.
703 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.