Mather Group’s Capital Southwest CSWC Stock Holding History

Mather Group’s Portfolio CSWC Stock Details CSWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-56	Closed	-$1.4K	–	1816
2024 Q2	$1.4K	Buy	+56	New	+$1.44K	﹤0.01%	1959

Other funds holding CSWC

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Mather Group's CSWC Position: Q3 2024 in Review

Mather Group sold out of Capital Southwest (CSWC) in Q3 2024, closing a stake of 56 shares — an estimated $1.4K sold.

Mather Group first reported a position in CSWC in Q2 2024 and held it in 1 quarter. The position peaked at $1.4K in Q2 2024. 149 funds tracked by Wall St. Rank hold CSWC as of Q3 2024.

Mather Group reported no remaining Capital Southwest position as of Q3 2024 after selling out during the quarter.
Mather Group sold 56 Capital Southwest shares in Q3 2024, an estimated $1.4K.
Mather Group first reported a position in Capital Southwest in Q2 2024 and held it in 1 quarter.
Mather Group's Capital Southwest position peaked at $1.4K in Q2 2024.
149 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.