Jim Simons
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Jim Simons’s Casey's General Stores CASY Stock Holding History

Jim Simons’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
2025
Q1 		– Sell
-13,372
Closed -$5.3M – 3495
2024
Q4 		$5.3M Hold
13,372
– – 0.01% 1422
2024
Q3 		$5.02M Buy
+13,372
New +$5M 0.01% 1433
2024
Q2 		– Sell
-36,972
Closed -$11.8M – 3527
2024
Q1 		$11.8M Sell
36,972
-17,600
-32% -$5.14M 0.02% 908
2023
Q4 		$15M Buy
54,572
+43,100
+376% +$11.8M 0.02% 748
2023
Q3 		$3.12M Buy
+11,472
New +$2.91M 0.01% 1583
2023
Q2 		– Sell
-16,372
Closed -$3.54M – 3938
2023
Q1 		$3.54M Sell
16,372
-65,800
-80% -$14.4M ﹤0.01% 1682
2022
Q4 		$18.4M Sell
82,172
-36,700
-31% -$8.36M 0.03% 747
2022
Q3 		$24.1M Buy
118,872
+113,280
+2,026% +$23.5M 0.03% 587
2022
Q2 		$1.03M Buy
+5,592
New +$1.13M ﹤0.01% 2694
2020
Q2 		– Sell
-62,143
Closed -$8.23M – 3462
2020
Q1 		$8.23M Buy
+62,143
New +$10.1M 0.01% 1280
2019
Q3 		– Sell
-24,472
Closed -$3.82M – 3439
2019
Q2 		$3.82M Sell
24,472
-5,900
-19% -$805K ﹤0.01% 1969
2019
Q1 		$3.91M Buy
+30,372
New +$3.97M ﹤0.01% 1962
2018
Q2 		– Sell
-2,400
Closed -$263K – 3275
2018
Q1 		$263K Buy
+2,400
New +$278K ﹤0.01% 3117
2016
Q2 		– Sell
-143,772
Closed -$16.3M – 3340
2016
Q1 		$16.3M Buy
+143,772
New +$16.1M 0.03% 790
2014
Q1 		– Sell
-7,400
Closed -$520K – 2837
2013
Q4 		$520K Buy
+7,400
New +$542K ﹤0.01% 2344

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jim Simons's CASY Position: Q1 2025 in Review

Jim Simons sold out of Casey's General Stores (CASY) in Q1 2025, closing a stake of 13,372 shares — an estimated $5.3M sold.

Jim Simons first reported a position in CASY in Q4 2013 and held it in 15 quarters. The position peaked at $24.1M in Q3 2022. 740 funds tracked by Wall St. Rank hold CASY as of Q1 2025.

  • Jim Simons reported no remaining Casey's General Stores position as of Q1 2025 after selling out during the quarter.
  • Jim Simons sold 13,372 Casey's General Stores shares in Q1 2025, an estimated $5.3M.
  • Jim Simons first reported a position in Casey's General Stores in Q4 2013 and held it in 15 quarters.
  • Jim Simons's Casey's General Stores position peaked at $24.1M in Q3 2022.
  • 740 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2025.

Based on Renaissance Technologies's 13F filing for Q1 2025, filed 14 May 2025.