MA
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Montag & Associates’s Cosan CSAN Stock Holding History

Montag & Associates’s Portfolio CSAN Stock Details CSAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-125
Closed -$1.96K – 977
2023
Q4 		$1.96K Hold
125
– – ﹤0.01% 864
2023
Q3 		$1.7K Hold
125
– – ﹤0.01% 853
2023
Q2 		$1.86K Hold
125
– – ﹤0.01% 863
2023
Q1 		$1.48K Hold
125
– – ﹤0.01% 874
2022
Q4 		$1.63K Buy
+125
New +$1.61K ﹤0.01% 877

Other funds holding CSAN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MC
Martin Currie Edinburgh, United Kingdom $2.61B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
BPGAM
BTG Pactual Global Asset Management Hamilton, Bermuda $600M AUM 28.3% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Montag & Associates's CSAN Position: Q1 2024 in Review

Montag & Associates sold out of Cosan (CSAN) in Q1 2024, closing a stake of 125 shares — an estimated $1.96K sold.

Montag & Associates first reported a position in CSAN in Q4 2022 and held it in 5 quarters. The position peaked at $1.96K in Q4 2023. 72 funds tracked by Wall St. Rank hold CSAN as of Q1 2024.

  • Montag & Associates reported no remaining Cosan position as of Q1 2024 after selling out during the quarter.
  • Montag & Associates sold 125 Cosan shares in Q1 2024, an estimated $1.96K.
  • Montag & Associates first reported a position in Cosan in Q4 2022 and held it in 5 quarters.
  • Montag & Associates's Cosan position peaked at $1.96K in Q4 2023.
  • 72 funds tracked by Wall St. Rank held Cosan as of Q1 2024.

Based on Montag & Associates's 13F filing for Q1 2024, filed 7 May 2024.