EI
CSW

Ellevest Inc’s CSW Industrials CSW Stock Holding History

Ellevest Inc’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
2025
Q1 		– Sell
-886
Closed -$313K – 413
2024
Q4 		$313K Buy
886
+299
+51% +$116K 0.02% 298
2024
Q3 		$215K Buy
+587
New +$183K 0.01% 395
2023
Q2 		– Sell
-44
Closed -$6.11K – 639
2023
Q1 		$6.11K Buy
44
+40
+1,000% +$5.4K ﹤0.01% 1157
2022
Q4 		$464 Sell
4
-17
-81% -$2.03K ﹤0.01% 1630
2022
Q3 		$3K Buy
+21
New +$2.57K ﹤0.01% 1264
2021
Q3 		– Sell
-76
Closed -$9K – 1435
2021
Q2 		$9K Sell
76
-409
-84% -$52.2K ﹤0.01% 780
2021
Q1 		$65K Buy
485
+392
+422% +$49.7K 0.01% 415
2020
Q4 		$10K Buy
+93
New +$9.29K ﹤0.01% 739

Other funds holding CSW

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Ellevest Inc's CSW Position: Q1 2025 in Review

Ellevest Inc sold out of CSW Industrials (CSW) in Q1 2025, closing a stake of 886 shares — an estimated $313K sold.

Ellevest Inc first reported a position in CSW in Q4 2020 and held it in 8 quarters. The position peaked at $313K in Q4 2024. 357 funds tracked by Wall St. Rank hold CSW as of Q1 2025.

  • Ellevest Inc reported no remaining CSW Industrials position as of Q1 2025 after selling out during the quarter.
  • Ellevest Inc sold 886 CSW Industrials shares in Q1 2025, an estimated $313K.
  • Ellevest Inc first reported a position in CSW Industrials in Q4 2020 and held it in 8 quarters.
  • Ellevest Inc's CSW Industrials position peaked at $313K in Q4 2024.
  • 357 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2025.

Based on Ellevest Inc's 13F filing for Q1 2025, filed 14 May 2025.