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Institutional & Family Asset Management’s Capital Southwest CSWC Stock Holding History

Institutional & Family Asset Management’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$722 Buy
28
+1
+4% +$26 ﹤0.01% 674
2024
Q1 		$675 Buy
27
+1
+4% +$24 ﹤0.01% 674
2023
Q4 		$625 Hold
26
– – ﹤0.01% 655
2023
Q3 		$588 Buy
+26
New +$563 ﹤0.01% 655

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Institutional & Family Asset Management increased its Capital Southwest (CSWC) stake by 3.7% in Q2 2024, buying an estimated $26 and bringing the position to 28 shares worth $722. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Institutional & Family Asset Management first reported a position in CSWC in Q3 2023 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold CSWC as of Q2 2024.

  • Institutional & Family Asset Management held 28 shares of Capital Southwest worth $722 as of Q2 2024.
  • Institutional & Family Asset Management bought 1 Capital Southwest share in Q2 2024, an estimated $26.
  • Capital Southwest made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #674 holding.
  • Institutional & Family Asset Management first reported a position in Capital Southwest in Q3 2023 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2024.

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