GT
CSW

Greenleaf Trust’s CSW Industrials CSW Stock Holding History

Greenleaf Trust’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
-590
Closed -$208K – 804
2024
Q4 		$208K Buy
590
+9
+2% +$3.5K ﹤0.01% 770
2024
Q3 		$213K Buy
+581
New +$181K ﹤0.01% 784

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

Greenleaf Trust's CSW Position: Q1 2025 in Review

Greenleaf Trust sold out of CSW Industrials (CSW) in Q1 2025, closing a stake of 590 shares — an estimated $208K sold.

Greenleaf Trust first reported a position in CSW in Q3 2024 and held it in 2 quarters. The position peaked at $213K in Q3 2024. 357 funds tracked by Wall St. Rank hold CSW as of Q1 2025.

  • Greenleaf Trust reported no remaining CSW Industrials position as of Q1 2025 after selling out during the quarter.
  • Greenleaf Trust sold 590 CSW Industrials shares in Q1 2025, an estimated $208K.
  • Greenleaf Trust first reported a position in CSW Industrials in Q3 2024 and held it in 2 quarters.
  • Greenleaf Trust's CSW Industrials position peaked at $213K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2025.

Based on Greenleaf Trust's 13F filing for Q1 2025, filed 30 Apr 2025.