HIM
CSW

Hillsdale Investment Management’s CSW Industrials CSW Stock Holding History

Hillsdale 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
2025
Q1 		– Sell
-20
Closed -$7.06K – 616
2024
Q4 		$7.06K Hold
20
– – ﹤0.01% 522
2024
Q3 		$7.33K Sell
20
-10
-33% -$3.12K ﹤0.01% 524
2024
Q2 		$7.96K Hold
30
– – ﹤0.01% 485
2024
Q1 		$7.04K Hold
30
– – ﹤0.01% 502
2023
Q4 		$6.22K Hold
30
– – ﹤0.01% 494
2023
Q3 		$5.26K Buy
30
+5
+20% +$885 ﹤0.01% 500
2023
Q2 		$4.16K Sell
25
-6,075
-100% -$877K ﹤0.01% 463
2023
Q1 		$847K Hold
6,100
– – 0.07% 198
2022
Q4 		$707K Buy
6,100
+300
+5% +$35.9K 0.06% 233
2022
Q3 		$695K Buy
+5,800
New +$710K 0.06% 243
2021
Q1 		– Sell
-42,200
Closed -$4.72M – 564
2020
Q4 		$4.72M Sell
42,200
-9,800
-19% -$978K 0.45% 57
2020
Q3 		$4.02M Hold
52,000
– – 0.39% 59
2020
Q2 		$3.59M Sell
52,000
-200
-0.4% -$13.5K 0.33% 83
2020
Q1 		$3.38M Sell
52,200
-4,200
-7% -$304K 0.41% 58
2019
Q4 		$4.34M Buy
56,400
+7,700
+16% +$553K 0.38% 84
2019
Q3 		$3.36M Buy
48,700
+47,200
+3,147% +$3.26M 0.29% 98
2019
Q2 		$102K Buy
+1,500
New +$93.8K 0.01% 417

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
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
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 $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Hillsdale Investment Management's CSW Position: Q1 2025 in Review

Hillsdale Investment Management sold out of CSW Industrials (CSW) in Q1 2025, closing a stake of 20 shares — an estimated $7.06K sold.

Hillsdale Investment Management first reported a position in CSW in Q2 2019 and held it in 17 quarters. The position peaked at $4.72M in Q4 2020. 358 funds tracked by Wall St. Rank hold CSW as of Q1 2025.

  • Hillsdale Investment Management reported no remaining CSW Industrials position as of Q1 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 20 CSW Industrials shares in Q1 2025, an estimated $7.06K.
  • Hillsdale Investment Management first reported a position in CSW Industrials in Q2 2019 and held it in 17 quarters.
  • Hillsdale Investment Management's CSW Industrials position peaked at $4.72M in Q4 2020.
  • 358 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2025.

Based on Hillsdale Investment Management's 13F filing for Q1 2025, filed 9 May 2025.