Institutional & Family Asset Management’s Casey's General Stores CASY Stock Holding History

Institutional & Family Asset Management’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 Q2	–	Sell	-2	Closed	-$637	–	754
2024 Q1	$637	Sell	2 -2	-50%	-$584	﹤0.01%	676
2023 Q4	$1.1K	Hold	4	–	–	﹤0.01%	611
2023 Q3	$1.09K	Hold	4	–	–	﹤0.01%	608
2023 Q2	$976	Buy	4 +1	+33%	+$227	﹤0.01%	629
2023 Q1	$649	Sell	3 -3	-50%	-$656	﹤0.01%	653
2022 Q4	$1.35K	Buy	6 +2	+50%	+$456	﹤0.01%	584
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	613
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	632
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	679
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	704
2021 Q3	$1K	Sell	4 -2	-33%	-$392	﹤0.01%	821
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	875
2021 Q1	$1K	Sell	6 -4	-40%	-$800	﹤0.01%	846
2020 Q4	$2K	Hold	10	–	–	﹤0.01%	750
2020 Q3	$2K	Hold	10	–	–	﹤0.01%	677
2020 Q2	$1K	Sell	10 -3	-23%	-$452	﹤0.01%	756
2020 Q1	$2K	Hold	13	–	–	﹤0.01%	628
2019 Q4	$2K	Hold	13	–	–	﹤0.01%	713
2019 Q3	$2K	Sell	13 -15	-54%	-$2.47K	﹤0.01%	672
2019 Q2	$4K	Hold	28	–	–	﹤0.01%	613
2019 Q1	$4K	Hold	28	–	–	﹤0.01%	615
2018 Q4	$4K	Hold	28	–	–	﹤0.01%	600
2018 Q3	$4K	Buy	28 +7	+33%	+$805	﹤0.01%	635
2018 Q2	$2K	Hold	21	–	–	﹤0.01%	707
2018 Q1	$2K	Buy	+21	New	+$2.43K	﹤0.01%	703

Other funds holding CASY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Institutional & Family Asset Management's CASY Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Casey's General Stores (CASY) in Q2 2024, closing a stake of 2 shares — an estimated $637 sold.

Institutional & Family Asset Management first reported a position in CASY in Q1 2018 and held it in 25 quarters. The position peaked at $4K in Q2 2019. 666 funds tracked by Wall St. Rank hold CASY as of Q2 2024.

Institutional & Family Asset Management reported no remaining Casey's General Stores position as of Q2 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 2 Casey's General Stores shares in Q2 2024, an estimated $637.
Institutional & Family Asset Management first reported a position in Casey's General Stores in Q1 2018 and held it in 25 quarters.
Institutional & Family Asset Management's Casey's General Stores position peaked at $4K in Q2 2019.
666 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.