Financial Gravity Asset Management’s Casey's General Stores CASY Stock Holding History

Financial Gravity Asset Management’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	$3.04K	Buy	+7	New	+$2.87K	﹤0.01%	772
2024 Q2	$763	Sell	2 -18	-90%	-$6.01K	﹤0.01%	853
2024 Q1	$6.07K	Sell	20 -42	-68%	-$12.3K	﹤0.01%	824
2023 Q4	$16.6K	Buy	62 +3	+5%	+$821	﹤0.01%	709
2023 Q3	$15.9K	Sell	59 -185	-76%	-$46.9K	﹤0.01%	560
2023 Q2	$3.14K	Buy	244 +28	+13%	+$6.35K	0.01%	557
2023 Q1	$327	Sell	216 -8	-4%	-$1.75K	0.01%	526
2022 Q4	$3.09K	Sell	224 -994	-82%	-$226K	0.02%	474
2022 Q3	$307	Buy	1,218 +108	+10%	+$22.4K	0.01%	474
2022 Q2	$280	Sell	1,110 -78	-7%	-$15.7K	0.01%	482
2022 Q1	$300	Buy	1,188 +6	+0.5%	+$1.13K	0.01%	507
2021 Q4	$318	Buy	1,182 +1,180	+59,000%	+$228K	0.01%	561
2021 Q3	$188K	Hold	2	–	–	0.09%	198
2021 Q2	$195K	Sell	2 -2	-50%	-$431	0.07%	192
2021 Q1	$946	Sell	4 -2	-33%	-$400	0.02%	302
2020 Q4	$1K	Buy	+6	New	+$1.09K	﹤0.01%	378
2020 Q2	–	Sell	-59	Closed	-$7.76K	–	141
2020 Q1	$7.76K	Sell	59 -66	-53%	-$10.7K	0.02%	269
2019 Q4	$164K	Sell	125 -21	-14%	-$3.48K	0.11%	161
2019 Q3	$24K	Buy	146 +86	+143%	+$14.2K	0.02%	422
2019 Q2	$9K	Buy	60 +25	+71%	+$3.41K	0.01%	616
2019 Q1	$5K	Buy	+35	New	+$4.58K	﹤0.01%	668
2018 Q3	–	Sell	-2	Closed	–	–	1404
2018 Q2	$0	Hold	2	–	–	﹤0.01%	1419
2018 Q1	$0	Buy	+2	New	+$231	﹤0.01%	1392

Other funds holding CASY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Gravity Asset Management's CASY Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Casey's General Stores (CASY) in Q1 2025: 7 shares worth $3.04K. The stake represents ﹤0.01% of the portfolio and ranks #772 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in CASY as recently as Q2 2024.

Financial Gravity Asset Management first reported a position in CASY in Q1 2018 and has held it in 23 quarters since. The position peaked at $195K in Q2 2021. 739 funds tracked by Wall St. Rank hold CASY as of Q1 2025.

Financial Gravity Asset Management held 7 shares of Casey's General Stores worth $3.04K as of Q1 2025.
Casey's General Stores was a new Financial Gravity Asset Management position in Q1 2025.
Casey's General Stores made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #772 holding.
Financial Gravity Asset Management first reported a position in Casey's General Stores in Q1 2018 and has held it in 23 quarters since.
Financial Gravity Asset Management's Casey's General Stores position peaked at $195K in Q2 2021.
739 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.