NYLIM
CSW

New York Life Investment Management’s CSW Industrials CSW Stock Holding History

New York Life Investment Management’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
-2,485
Closed -$515K – 1370
2023
Q4 		$515K Sell
2,485
-77
-3% -$14K 0.01% 817
2023
Q3 		$449K Sell
2,562
-404
-14% -$71.5K ﹤0.01% 804
2023
Q2 		$493K Sell
2,966
-505
-15% -$72.9K 0.01% 731
2023
Q1 		$482K Buy
+3,471
New +$469K 0.01% 854

Other funds holding CSW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 $1.66T AUM 25.57% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

New York Life Investment Management's CSW Position: Q1 2024 in Review

New York Life Investment Management sold out of CSW Industrials (CSW) in Q1 2024, closing a stake of 2,485 shares — an estimated $515K sold.

New York Life Investment Management first reported a position in CSW in Q1 2023 and held it in 4 quarters. The position peaked at $515K in Q4 2023. 269 funds tracked by Wall St. Rank hold CSW as of Q1 2024.

  • New York Life Investment Management reported no remaining CSW Industrials position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 2,485 CSW Industrials shares in Q1 2024, an estimated $515K.
  • New York Life Investment Management first reported a position in CSW Industrials in Q1 2023 and held it in 4 quarters.
  • New York Life Investment Management's CSW Industrials position peaked at $515K in Q4 2023.
  • 269 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.