DI
CSW

Disciplined Investments’s CSW Industrials CSW Stock Holding History

Disciplined Investments’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2
Closed -$332 – 434
2023
Q2 		$332 Hold
2
– – ﹤0.01% 1359
2023
Q1 		$278 Hold
2
– – ﹤0.01% 1417
2022
Q4 		$232 Hold
2
– – ﹤0.01% 1401
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1302
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1328
2022
Q1 		$0 Buy
+2
New +$235 ﹤0.01% 1390

Other funds holding CSW

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Disciplined Investments's CSW Position: Q3 2023 in Review

Disciplined Investments sold out of CSW Industrials (CSW) in Q3 2023, closing a stake of 2 shares — an estimated $332 sold.

Disciplined Investments first reported a position in CSW in Q1 2022 and held it in 6 quarters. The position peaked at $332 in Q2 2023. 218 funds tracked by Wall St. Rank hold CSW as of Q3 2023.

  • Disciplined Investments reported no remaining CSW Industrials position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 2 CSW Industrials shares in Q3 2023, an estimated $332.
  • Disciplined Investments first reported a position in CSW Industrials in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's CSW Industrials position peaked at $332 in Q2 2023.
  • 218 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.