EFA
CASY icon

Evernest Financial Advisors’s Casey's General Stores CASY Stock Holding History

Evernest Financial Advisors’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-32,608
Closed -$12.9M – 152
2024
Q4 		$12.9M Hold
32,608
– – 3.35% 8
2024
Q3 		$12.3M Buy
+32,608
New +$12.2M 3.3% 9

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Evernest Financial Advisors's CASY Position: Q1 2025 in Review

Evernest Financial Advisors sold out of Casey's General Stores (CASY) in Q1 2025, closing a stake of 32,608 shares — an estimated $12.9M sold.

Evernest Financial Advisors first reported a position in CASY in Q3 2024 and held it in 2 quarters. The position peaked at $12.9M in Q4 2024. 739 funds tracked by Wall St. Rank hold CASY as of Q1 2025.

  • Evernest Financial Advisors reported no remaining Casey's General Stores position as of Q1 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 32,608 Casey's General Stores shares in Q1 2025, an estimated $12.9M.
  • Evernest Financial Advisors first reported a position in Casey's General Stores in Q3 2024 and held it in 2 quarters.
  • Evernest Financial Advisors's Casey's General Stores position peaked at $12.9M in Q4 2024.
  • 739 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2025.

Based on Evernest Financial Advisors's 13F filing for Q1 2025, filed 12 May 2025.