ME
CSW

McIlrath & Eck’s CSW Industrials CSW Stock Holding History

McIlrath & Eck’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-55
Closed -$11.4K – 943
2023
Q4 		$11.4K Hold
55
– – ﹤0.01% 530
2023
Q3 		$9.64K Hold
55
– – ﹤0.01% 551
2023
Q2 		$9.14K Hold
55
– – ﹤0.01% 576
2023
Q1 		$7.64K Buy
+55
New +$7.42K ﹤0.01% 595

Other funds holding CSW

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

McIlrath & Eck's CSW Position: Q1 2024 in Review

McIlrath & Eck sold out of CSW Industrials (CSW) in Q1 2024, closing a stake of 55 shares — an estimated $11.4K sold.

McIlrath & Eck first reported a position in CSW in Q1 2023 and held it in 4 quarters. The position peaked at $11.4K in Q4 2023. 269 funds tracked by Wall St. Rank hold CSW as of Q1 2024.

  • McIlrath & Eck reported no remaining CSW Industrials position as of Q1 2024 after selling out during the quarter.
  • McIlrath & Eck sold 55 CSW Industrials shares in Q1 2024, an estimated $11.4K.
  • McIlrath & Eck first reported a position in CSW Industrials in Q1 2023 and held it in 4 quarters.
  • McIlrath & Eck's CSW Industrials position peaked at $11.4K in Q4 2023.
  • 269 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2024.

Based on McIlrath & Eck's 13F filing for Q1 2024, filed 10 May 2024.