Pinnacle Associates’s CSW Industrials CSW Stock Holding History

Pinnacle Associates’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 Q1	–	Sell	-773	Closed	-$273K	–	833
2024 Q4	$273K	Buy	+773	New	+$301K	﹤0.01%	741

Other funds holding CSW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Pinnacle Associates's CSW Position: Q1 2025 in Review

Pinnacle Associates sold out of CSW Industrials (CSW) in Q1 2025, closing a stake of 773 shares — an estimated $273K sold.

Pinnacle Associates first reported a position in CSW in Q4 2024 and held it in 1 quarter. The position peaked at $273K in Q4 2024. 357 funds tracked by Wall St. Rank hold CSW as of Q1 2025.

Pinnacle Associates reported no remaining CSW Industrials position as of Q1 2025 after selling out during the quarter.
Pinnacle Associates sold 773 CSW Industrials shares in Q1 2025, an estimated $273K.
Pinnacle Associates first reported a position in CSW Industrials in Q4 2024 and held it in 1 quarter.
Pinnacle Associates's CSW Industrials position peaked at $273K in Q4 2024.
357 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2025.

Based on Pinnacle Associates's 13F filing for Q1 2025, filed 6 May 2025.