Cox Capital Management’s Ceco Environmental CECO Stock Holding History

Cox Capital Management’s Portfolio CECO Stock Details CECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Sell	11,610 -478	-4%	-$37.8K	0.59%	53
2026 Q1	$720K	Hold	12,088	–	–	0.48%	53
2025 Q4	$776K	Sell	12,088 -10,367	-46%	-$555K	0.48%	47
2025 Q3	$1.15M	Sell	22,455 -50	-0.2%	-$2.12K	0.75%	42
2025 Q2	$637K	Hold	22,505	–	–	0.43%	47
2025 Q1	$513K	Hold	22,505	–	–	0.37%	48
2024 Q4	$680K	Hold	22,505	–	–	0.44%	57
2024 Q3	$635K	Hold	22,505	–	–	0.38%	54
2024 Q2	$649K	Hold	22,505	–	–	0.39%	57
2024 Q1	$518K	Hold	22,505	–	–	0.32%	59
2023 Q4	$456K	Hold	22,505	–	–	0.3%	69
2023 Q3	$359K	Buy	+22,505	New	+$308K	0.25%	69

Other funds holding CECO

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return