CSM Advisors’s Ross Stores ROST Stock Holding History

CSM Advisors’s Portfolio ROST Stock Details ROST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,005	Closed	-$304K	–	132
2024 Q4	$304K	Buy	2,005 +480	+31%	+$70.6K	0.01%	116
2024 Q3	$230K	Buy	+1,525	New	+$225K	0.02%	119

Other funds holding ROST

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

CSM Advisors's ROST Position: Q1 2025 in Review

CSM Advisors sold out of Ross Stores (ROST) in Q1 2025, closing a stake of 2,005 shares — an estimated $304K sold.

CSM Advisors first reported a position in ROST in Q3 2024 and held it in 2 quarters. The position peaked at $304K in Q4 2024. 1,014 funds tracked by Wall St. Rank hold ROST as of Q1 2025.

CSM Advisors reported no remaining Ross Stores position as of Q1 2025 after selling out during the quarter.
CSM Advisors sold 2,005 Ross Stores shares in Q1 2025, an estimated $304K.
CSM Advisors first reported a position in Ross Stores in Q3 2024 and held it in 2 quarters.
CSM Advisors's Ross Stores position peaked at $304K in Q4 2024.
1,014 funds tracked by Wall St. Rank held Ross Stores as of Q1 2025.

Based on CSM Advisors's 13F filing for Q1 2025, filed 14 May 2025.