IIM
CWST icon

Intact Investment Management’s Casella Waste Systems CWST Stock Holding History

Intact Investment Management’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,250
Closed -$521K – 314
2024
Q2 		$521K Sell
5,250
-1,150
-18% -$111K 0.02% 236
2024
Q1 		$633K Buy
6,400
+1,200
+23% +$108K 0.03% 220
2023
Q4 		$444K Buy
5,200
+2,000
+63% +$161K 0.02% 232
2023
Q3 		$244K Buy
+3,200
New +$262K 0.01% 239
2022
Q1 		– Sell
-3,000
Closed -$256K – 258
2021
Q4 		$256K Sell
3,000
-1,100
-27% -$92.2K 0.01% 246
2021
Q3 		$311K Hold
4,100
– – 0.01% 236
2021
Q2 		$260K Hold
4,100
– – 0.01% 229
2021
Q1 		$261K Buy
+4,100
New +$248K 0.01% 234

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return