Plante Moran Financial Advisors’s Casey's General Stores CASY Stock Holding History

Plante Moran Financial Advisors’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
2020 Q4	–	Sell	-45	Closed	-$8K	–	892
2020 Q3	$8K	Buy	+45	New	+$7.6K	﹤0.01%	628
2018 Q2	–	Sell	-600	Closed	-$66K	–	831
2018 Q1	$66K	Hold	600	–	–	0.04%	301
2017 Q4	$67K	Buy	+600	New	+$68.6K	0.04%	291
2015 Q1	–	Sell	-100	Closed	-$9K	–	724
2014 Q4	$9K	Hold	100	–	–	0.01%	553
2014 Q3	$7K	Buy	+100	New	+$6.94K	0.01%	611
2014 Q2	–	Sell	-100	Closed	-$7K	–	828
2014 Q1	$7K	Buy	+100	New	+$6.77K	0.01%	425

Other funds holding CASY

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plante Moran Financial Advisors's CASY Position: Q4 2020 in Review

Plante Moran Financial Advisors sold out of Casey's General Stores (CASY) in Q4 2020, closing a stake of 45 shares — an estimated $8K sold.

Plante Moran Financial Advisors first reported a position in CASY in Q1 2014 and held it in 6 quarters. The position peaked at $67K in Q4 2017. 397 funds tracked by Wall St. Rank hold CASY as of Q4 2020.

Plante Moran Financial Advisors reported no remaining Casey's General Stores position as of Q4 2020 after selling out during the quarter.
Plante Moran Financial Advisors sold 45 Casey's General Stores shares in Q4 2020, an estimated $8K.
Plante Moran Financial Advisors first reported a position in Casey's General Stores in Q1 2014 and held it in 6 quarters.
Plante Moran Financial Advisors's Casey's General Stores position peaked at $67K in Q4 2017.
397 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.