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GYL Financial Synergies’s Casey's General Stores CASY Stock Holding History

GYL Financial Synergies’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
2024
Q3 		$369K Sell
983
-38
-4% -$14.2K 0.03% 269
2024
Q2 		$390K Sell
1,021
-25
-2% -$8.34K 0.03% 266
2024
Q1 		$333K Buy
1,046
+17
+2% +$4.97K 0.03% 286
2023
Q4 		$283K Buy
1,029
+46
+5% +$12.6K 0.02% 292
2023
Q3 		$267K Sell
983
-3
-0.3% -$760 0.03% 284
2023
Q2 		$240K Buy
+986
New +$224K 0.02% 306

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GYL Financial Synergies's CASY Position: Q3 2024 in Review

GYL Financial Synergies reduced its Casey's General Stores (CASY) stake by 3.7% in Q3 2024, selling an estimated $14.2K and leaving 983 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #269.

GYL Financial Synergies first reported a position in CASY in Q2 2023 and has held it in 6 quarters since. The position peaked at $390K in Q2 2024. 678 funds tracked by Wall St. Rank hold CASY as of Q3 2024.

  • GYL Financial Synergies held 983 shares of Casey's General Stores worth $369K as of Q3 2024.
  • GYL Financial Synergies sold 38 Casey's General Stores shares in Q3 2024, an estimated $14.2K.
  • Casey's General Stores made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #269 holding.
  • GYL Financial Synergies first reported a position in Casey's General Stores in Q2 2023 and has held it in 6 quarters since.
  • GYL Financial Synergies's Casey's General Stores position peaked at $390K in Q2 2024.
  • 678 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.