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Naples Money Management’s Casey's General Stores CASY Stock Holding History

Naples Money 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 		$4.13K Hold
11
– – ﹤0.01% 244
2024
Q2 		$4.15K Hold
11
– – ﹤0.01% 250
2024
Q1 		$3.5K Hold
11
– – ﹤0.01% 271
2023
Q4 		$3.02K Buy
+11
New +$3.01K ﹤0.01% 294

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 $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Naples Money Management's CASY Position: Q3 2024 in Review

Naples Money Management held its Casey's General Stores (CASY) position steady in Q3 2024 at 11 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Naples Money Management first reported a position in CASY in Q4 2023 and has held it in 4 quarters since. The position peaked at $4.15K in Q2 2024. 678 funds tracked by Wall St. Rank hold CASY as of Q3 2024.

  • Naples Money Management held 11 shares of Casey's General Stores worth $4.13K as of Q3 2024.
  • Naples Money Management left its Casey's General Stores share count unchanged in Q3 2024.
  • Casey's General Stores made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #244 holding.
  • Naples Money Management first reported a position in Casey's General Stores in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Casey's General Stores position peaked at $4.15K in Q2 2024.
  • 678 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.