R Squared’s CSW Industrials CSW Stock Holding History

R Squared’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	-20	Closed	-$7.06K	–	581
2024 Q4	$7.06K	Buy	+20	New	+$7.78K	0.01%	1243

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

R Squared's CSW Position: Q1 2025 in Review

R Squared sold out of CSW Industrials (CSW) in Q1 2025, closing a stake of 20 shares — an estimated $7.06K sold.

R Squared first reported a position in CSW in Q4 2024 and held it in 1 quarter. The position peaked at $7.06K in Q4 2024. 357 funds tracked by Wall St. Rank hold CSW as of Q1 2025.

R Squared reported no remaining CSW Industrials position as of Q1 2025 after selling out during the quarter.
R Squared sold 20 CSW Industrials shares in Q1 2025, an estimated $7.06K.
R Squared first reported a position in CSW Industrials in Q4 2024 and held it in 1 quarter.
R Squared's CSW Industrials position peaked at $7.06K in Q4 2024.
357 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.