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Sandia Investment Management’s Casella Waste Systems CWST Stock Holding History

Sandia Investment Management’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,500
Closed -$265K – 100
2024
Q4 		$265K Sell
2,500
-2,500
-50% -$264K 0.5% 51
2024
Q3 		$497K Buy
+5,000
New +$518K 0.8% 36

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sandia Investment Management's CWST Position: Q1 2025 in Review

Sandia Investment Management sold out of Casella Waste Systems (CWST) in Q1 2025, closing a stake of 2,500 shares — an estimated $265K sold.

Sandia Investment Management first reported a position in CWST in Q3 2024 and held it in 2 quarters. The position peaked at $497K in Q3 2024. 372 funds tracked by Wall St. Rank hold CWST as of Q1 2025.

  • Sandia Investment Management reported no remaining Casella Waste Systems position as of Q1 2025 after selling out during the quarter.
  • Sandia Investment Management sold 2,500 Casella Waste Systems shares in Q1 2025, an estimated $265K.
  • Sandia Investment Management first reported a position in Casella Waste Systems in Q3 2024 and held it in 2 quarters.
  • Sandia Investment Management's Casella Waste Systems position peaked at $497K in Q3 2024.
  • 372 funds tracked by Wall St. Rank held Casella Waste Systems as of Q1 2025.

Based on Sandia Investment Management's 13F filing for Q1 2025, filed 15 May 2025.