GLA
CSW

Great Lakes Advisors’s CSW Industrials CSW Stock Holding History

Great Lakes Advisors’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
Q2 		– Sell
-14,974
Closed -$4.37M – 827
2025
Q1 		$4.37M Sell
14,974
-9,678
-39% -$3.14M 0.04% 300
2024
Q4 		$8.7M Sell
24,652
-1,036
-4% -$403K 0.07% 221
2024
Q3 		$9.41M Sell
25,688
-166
-0.6% -$51.8K 0.08% 210
2024
Q2 		$6.86M Sell
25,854
-1,209
-4% -$300K 0.06% 249
2024
Q1 		$6.35M Sell
27,063
-104
-0.4% -$23.2K 0.05% 278
2023
Q4 		$5.63M Sell
27,167
-430
-2% -$78K 0.05% 287
2023
Q3 		$4.84M Buy
+27,597
New +$4.88M 0.04% 322

Other funds holding CSW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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