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Occudo Quantitative Strategies’s CSW Industrials CSW Stock Holding History

Occudo Quantitative Strategies’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
2025
Q2 		– Sell
-1,792
Closed -$520K – 677
2025
Q1 		$520K Buy
+1,792
New +$582K 0.07% 356
2024
Q1 		– Sell
-2,085
Closed -$432K – 785
2023
Q4 		$432K Buy
2,085
+111
+6% +$20.1K 0.06% 439
2023
Q3 		$346K Buy
+1,974
New +$349K 0.04% 618

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Occudo Quantitative Strategies's CSW Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of CSW Industrials (CSW) in Q2 2025, closing a stake of 1,792 shares — an estimated $520K sold.

Occudo Quantitative Strategies first reported a position in CSW in Q3 2023 and held it in 3 quarters. The position peaked at $520K in Q1 2025. 369 funds tracked by Wall St. Rank hold CSW as of Q2 2025.

  • Occudo Quantitative Strategies reported no remaining CSW Industrials position as of Q2 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 1,792 CSW Industrials shares in Q2 2025, an estimated $520K.
  • Occudo Quantitative Strategies first reported a position in CSW Industrials in Q3 2023 and held it in 3 quarters.
  • Occudo Quantitative Strategies's CSW Industrials position peaked at $520K in Q1 2025.
  • 369 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.