EDRH
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Edmond de Rothschild Holding’s CSW Industrials CSW Stock Holding History

Edmond de Rothschild Holding’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
2022
Q4 		– Sell
-44
Closed -$5K – 793
2022
Q3 		$5K Sell
44
-18
-29% -$2.2K ﹤0.01% 798
2022
Q2 		$6K Sell
62
-27
-30% -$2.88K ﹤0.01% 775
2022
Q1 		$10K Buy
+89
New +$10.5K ﹤0.01% 779

Other funds holding CSW

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Edmond de Rothschild Holding's CSW Position: Q4 2022 in Review

Edmond de Rothschild Holding sold out of CSW Industrials (CSW) in Q4 2022, closing a stake of 44 shares — an estimated $5K sold.

Edmond de Rothschild Holding first reported a position in CSW in Q1 2022 and held it in 3 quarters. The position peaked at $10K in Q1 2022. 188 funds tracked by Wall St. Rank hold CSW as of Q4 2022.

  • Edmond de Rothschild Holding reported no remaining CSW Industrials position as of Q4 2022 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 44 CSW Industrials shares in Q4 2022, an estimated $5K.
  • Edmond de Rothschild Holding first reported a position in CSW Industrials in Q1 2022 and held it in 3 quarters.
  • Edmond de Rothschild Holding's CSW Industrials position peaked at $10K in Q1 2022.
  • 188 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2022.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2022, filed 9 Feb 2023.