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Kowal Investment Group’s Casey's General Stores CASY Stock Holding History

Kowal Investment Group’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
Q3 		$262K Buy
+697
New +$261K 0.05% 168
2021
Q4 		– Sell
-36
Closed -$7K – 252
2021
Q3 		$7K Buy
+36
New +$7.06K ﹤0.01% 568

Other funds holding CASY

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kowal Investment Group's CASY Position: Q3 2024 in Review

Kowal Investment Group opened a new position in Casey's General Stores (CASY) in Q3 2024: 697 shares worth $262K. The stake represents 0.05% of the portfolio and ranks #168 among its holdings. This is a return to the name: Kowal Investment Group previously reported a position in CASY as recently as Q3 2021.

Kowal Investment Group first reported a position in CASY in Q3 2021 and has held it in 2 quarters since. 678 funds tracked by Wall St. Rank hold CASY as of Q3 2024.

  • Kowal Investment Group held 697 shares of Casey's General Stores worth $262K as of Q3 2024.
  • Casey's General Stores was a new Kowal Investment Group position in Q3 2024.
  • Casey's General Stores made up 0.05% of Kowal Investment Group's portfolio in Q3 2024, its #168 holding.
  • Kowal Investment Group first reported a position in Casey's General Stores in Q3 2021 and has held it in 2 quarters since.
  • 678 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.