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Hanson & Doremus Investment Management’s CSW Industrials CSW Stock Holding History

Hanson & Doremus Investment Management’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
2023
Q3 		– Sell
-389
Closed -$65K – 428
2023
Q2 		$65K Buy
+389
New +$56.2K 0.01% 276

Other funds holding CSW

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hanson & Doremus Investment Management's CSW Position: Q3 2023 in Review

Hanson & Doremus Investment Management sold out of CSW Industrials (CSW) in Q3 2023, closing a stake of 389 shares — an estimated $65K sold.

Hanson & Doremus Investment Management first reported a position in CSW in Q2 2023 and held it in 1 quarter. The position peaked at $65K in Q2 2023. 218 funds tracked by Wall St. Rank hold CSW as of Q3 2023.

  • Hanson & Doremus Investment Management reported no remaining CSW Industrials position as of Q3 2023 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 389 CSW Industrials shares in Q3 2023, an estimated $65K.
  • Hanson & Doremus Investment Management first reported a position in CSW Industrials in Q2 2023 and held it in 1 quarter.
  • Hanson & Doremus Investment Management's CSW Industrials position peaked at $65K in Q2 2023.
  • 218 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2023.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2023, filed 24 Oct 2023.