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 – 645
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 – 1436
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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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 $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return