KLC
CSW

Knowledge Leaders Capital’s CSW Industrials CSW Stock Holding History

Knowledge Leaders Capital’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
2024
Q2 		– Sell
-876
Closed -$206K – 34
2024
Q1 		$206K Sell
876
-1,770
-67% -$394K 0.36% 49
2023
Q4 		$549K Sell
2,646
-238
-8% -$43.2K 0.87% 39
2023
Q3 		$505K Buy
+2,884
New +$510K 0.74% 39

Other funds holding CSW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Knowledge Leaders Capital's CSW Position: Q2 2024 in Review

Knowledge Leaders Capital sold out of CSW Industrials (CSW) in Q2 2024, closing a stake of 876 shares — an estimated $206K sold.

Knowledge Leaders Capital first reported a position in CSW in Q3 2023 and held it in 3 quarters. The position peaked at $549K in Q4 2023. 300 funds tracked by Wall St. Rank hold CSW as of Q2 2024.

  • Knowledge Leaders Capital reported no remaining CSW Industrials position as of Q2 2024 after selling out during the quarter.
  • Knowledge Leaders Capital sold 876 CSW Industrials shares in Q2 2024, an estimated $206K.
  • Knowledge Leaders Capital first reported a position in CSW Industrials in Q3 2023 and held it in 3 quarters.
  • Knowledge Leaders Capital's CSW Industrials position peaked at $549K in Q4 2023.
  • 300 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2024.

Based on Knowledge Leaders Capital's 13F filing for Q2 2024, filed 11 Jul 2024.