CCA
CASY icon

Criterion Capital Advisors’s Casey's General Stores CASY Stock Holding History

Criterion Capital 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 		$17.6K Hold
46
– – 0.01% 207
2024
Q3 		$17.6K Hold
46
– – 0.01% 207
2024
Q2 		$17.6K Sell
46
-14
-23% -$4.67K 0.01% 207
2024
Q1 		$19.1K Sell
60
-6
-9% -$1.75K 0.01% 204
2023
Q4 		$18.1K Buy
+66
New +$18.1K 0.01% 216

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Criterion Capital Advisors's CASY Position: Q4 2024 in Review

Criterion Capital Advisors held its Casey's General Stores (CASY) position steady in Q4 2024 at 46 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #207.

Criterion Capital Advisors first reported a position in CASY in Q4 2023 and has held it in 5 quarters since. The position peaked at $19.1K in Q1 2024. 703 funds tracked by Wall St. Rank hold CASY as of Q4 2024.

  • Criterion Capital Advisors held 46 shares of Casey's General Stores worth $17.6K as of Q4 2024.
  • Criterion Capital Advisors left its Casey's General Stores share count unchanged in Q4 2024.
  • Casey's General Stores made up 0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #207 holding.
  • Criterion Capital Advisors first reported a position in Casey's General Stores in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Casey's General Stores position peaked at $19.1K in Q1 2024.
  • 703 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.