EAM
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EFG Asset Management’s Casella Waste Systems CWST Stock Holding History

EFG Asset Management’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7,148
Closed -$545K – 189
2023
Q3 		$545K Sell
7,148
-5,144
-42% -$422K 0.13% 184
2023
Q2 		$1.11M Sell
12,292
-728
-6% -$65K 0.24% 137
2023
Q1 		$1.08M Sell
13,020
-729
-5% -$57.7K 0.24% 145
2022
Q4 		$1.11M Sell
13,749
-562
-4% -$45.1K 0.25% 144
2022
Q3 		$1.09M Sell
14,311
-1,077
-7% -$86.4K 0.25% 130
2022
Q2 		$1.12M Sell
15,388
-1,483
-9% -$113K 0.24% 132
2022
Q1 		$1.48M Sell
16,871
-150
-0.9% -$12K 0.22% 134
2021
Q4 		$1.46M Buy
+17,021
New +$1.43M 0.19% 147

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EARNEST Partners
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SAM
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