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M&R Capital Management’s Casey's General Stores CASY Stock Holding History

M&R Capital Management’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 		$10.5K Buy
28
+8
+40% +$2.99K ﹤0.01% 385
2024
Q2 		$7.63K Hold
20
– – ﹤0.01% 397
2024
Q1 		$6.37K Buy
+20
New +$5.84K ﹤0.01% 422

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

M&R Capital Management's CASY Position: Q3 2024 in Review

M&R Capital Management increased its Casey's General Stores (CASY) stake by 40% in Q3 2024, buying an estimated $2.99K and bringing the position to 28 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

M&R Capital Management first reported a position in CASY in Q1 2024 and has held it in 3 quarters since. 678 funds tracked by Wall St. Rank hold CASY as of Q3 2024.

  • M&R Capital Management held 28 shares of Casey's General Stores worth $10.5K as of Q3 2024.
  • M&R Capital Management bought 8 Casey's General Stores shares in Q3 2024, an estimated $2.99K.
  • Casey's General Stores made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #385 holding.
  • M&R Capital Management first reported a position in Casey's General Stores in Q1 2024 and has held it in 3 quarters since.
  • 678 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.