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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 – 898
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18B AUM 28.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return