LC
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Lindbrook Capital’s Casella Waste Systems CWST Stock Holding History

Lindbrook Capital’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
2025
Q1 		$66.6K Hold
597
– – 0.01% 867
2024
Q4 		$63.2K Hold
597
– – 0.01% 713
2024
Q3 		$59.4K Hold
597
– – 0.01% 740
2024
Q2 		$59.2K Hold
597
– – 0.01% 726
2024
Q1 		$59K Hold
597
– – 0.01% 719
2023
Q4 		$51K Sell
597
-62
-9% -$4.98K 0.01% 747
2023
Q3 		$50.3K Buy
659
+3
+0.5% +$246 0.01% 687
2023
Q2 		$59.3K Hold
656
– – 0.01% 649
2023
Q1 		$54.2K Sell
656
-78
-11% -$6.17K 0.01% 666
2022
Q4 		$58.2K Sell
734
-16
-2% -$1.28K 0.01% 638
2022
Q3 		$57K Buy
750
+18
+2% +$1.44K 0.01% 604
2022
Q2 		$53K Sell
732
-12
-2% -$914 0.01% 634
2022
Q1 		$65K Sell
744
-89
-11% -$7.09K 0.01% 600
2021
Q4 		$71K Buy
833
+759
+1,026% +$63.6K 0.01% 603
2021
Q3 		$6K Hold
74
– – ﹤0.01% 1171
2021
Q2 		$5K Hold
74
– – ﹤0.01% 1278
2021
Q1 		$5K Hold
74
– – ﹤0.01% 1245
2020
Q4 		$5K Hold
74
– – ﹤0.01% 1173
2020
Q3 		$4K Hold
74
– – ﹤0.01% 1162
2020
Q2 		$4K Hold
74
– – ﹤0.01% 1139
2020
Q1 		$3K Hold
74
– – ﹤0.01% 1168
2019
Q4 		$3K Hold
74
– – ﹤0.01% 1193
2019
Q3 		$3K Hold
74
– – ﹤0.01% 1161
2019
Q2 		$2K Hold
74
– – ﹤0.01% 1214
2019
Q1 		$2K Hold
74
– – ﹤0.01% 1216
2018
Q4 		$2K Buy
+74
New +$2.25K ﹤0.01% 1163

Other funds holding CWST

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Lindbrook Capital's CWST Position: Q1 2025 in Review

Lindbrook Capital held its Casella Waste Systems (CWST) position steady in Q1 2025 at 597 shares worth $66.6K. The position accounts for 0.01% of the portfolio, ranked #867.

Lindbrook Capital first reported a position in CWST in Q4 2018 and has held it in 26 quarters since. The position peaked at $71K in Q4 2021. 372 funds tracked by Wall St. Rank hold CWST as of Q1 2025.

  • Lindbrook Capital held 597 shares of Casella Waste Systems worth $66.6K as of Q1 2025.
  • Lindbrook Capital left its Casella Waste Systems share count unchanged in Q1 2025.
  • Casella Waste Systems made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #867 holding.
  • Lindbrook Capital first reported a position in Casella Waste Systems in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Casella Waste Systems position peaked at $71K in Q4 2021.
  • 372 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2025.

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