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Lindbrook Capital’s Casey's General Stores CASY Stock Holding History

Lindbrook Capital’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 		$122K Buy
282
+40
+17% +$16.4K 0.01% 590
2024
Q4 		$95.9K Buy
242
+1
+0.4% +$403 0.01% 571
2024
Q3 		$90.5K Sell
241
-53
-18% -$19.8K 0.01% 591
2024
Q2 		$112K Buy
294
+6
+2% +$2K 0.01% 501
2024
Q1 		$91.7K Sell
288
-47
-14% -$13.7K 0.01% 559
2023
Q4 		$92K Buy
335
+31
+10% +$8.48K 0.01% 546
2023
Q3 		$82.5K Sell
304
-8
-3% -$2.03K 0.01% 518
2023
Q2 		$76.1K Sell
312
-2
-0.6% -$453 0.01% 568
2023
Q1 		$68K Sell
314
-107
-25% -$23.4K 0.01% 589
2022
Q4 		$94.5K Buy
421
+2
+0.5% +$456 0.01% 504
2022
Q3 		$85K Buy
419
+27
+7% +$5.59K 0.01% 480
2022
Q2 		$73K Hold
392
– – 0.01% 532
2022
Q1 		$78K Sell
392
-48
-11% -$9.03K 0.01% 543
2021
Q4 		$87K Buy
440
+379
+621% +$73.3K 0.01% 524
2021
Q3 		$11K Hold
61
– – ﹤0.01% 947
2021
Q2 		$12K Sell
61
-2
-3% -$431 ﹤0.01% 972
2021
Q1 		$14K Sell
63
-1
-2% -$200 ﹤0.01% 868
2020
Q4 		$11K Buy
64
+3
+5% +$544 ﹤0.01% 859
2020
Q3 		$11K Buy
61
+3
+5% +$507 ﹤0.01% 793
2020
Q2 		$9K Hold
58
– – ﹤0.01% 860
2020
Q1 		$8K Hold
58
– – ﹤0.01% 816
2019
Q4 		$9K Hold
58
– – ﹤0.01% 943
2019
Q3 		$9K Hold
58
– – ﹤0.01% 922
2019
Q2 		$9K Hold
58
– – ﹤0.01% 919
2019
Q1 		$7K Hold
58
– – ﹤0.01% 985
2018
Q4 		$7K Buy
+58
New +$7.37K ﹤0.01% 911

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 $1.56T AUM 27.86% 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

Lindbrook Capital's CASY Position: Q1 2025 in Review

Lindbrook Capital increased its Casey's General Stores (CASY) stake by 17% in Q1 2025, buying an estimated $16.4K and bringing the position to 282 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #590.

Lindbrook Capital first reported a position in CASY in Q4 2018 and has held it in 26 quarters since. 740 funds tracked by Wall St. Rank hold CASY as of Q1 2025.

  • Lindbrook Capital held 282 shares of Casey's General Stores worth $122K as of Q1 2025.
  • Lindbrook Capital bought 40 Casey's General Stores shares in Q1 2025, an estimated $16.4K.
  • Casey's General Stores made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #590 holding.
  • Lindbrook Capital first reported a position in Casey's General Stores in Q4 2018 and has held it in 26 quarters since.
  • 740 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.