Schechter Investment Advisors’s Casey's General Stores CASY Stock Holding History

Schechter Investment 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
2025 Q1	$370K	Sell	852 -118	-12%	-$48.4K	0.03%	429
2024 Q4	$384K	Sell	970 -160	-14%	-$64.5K	0.03%	437
2024 Q3	$425K	Buy	1,130 +4	+0.4%	+$1.5K	0.03%	430
2024 Q2	$430K	Buy	1,126 +17	+2%	+$5.67K	0.03%	406
2024 Q1	$353K	Buy	1,109 +6	+0.5%	+$1.75K	0.03%	461
2023 Q4	$303K	Buy	1,103 +21	+2%	+$5.74K	0.03%	463
2023 Q3	$294K	Buy	1,082 +9	+0.8%	+$2.28K	0.03%	454
2023 Q2	$262K	Buy	1,073 +24	+2%	+$5.44K	0.02%	517
2023 Q1	$227K	Sell	1,049 -70	-6%	-$15.3K	0.02%	585
2022 Q4	$251K	Buy	+1,119	New	+$255K	0.02%	690

Other funds holding CASY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Schechter Investment Advisors's CASY Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Casey's General Stores (CASY) stake by 12% in Q1 2025, selling an estimated $48.4K and leaving 852 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #429.

Schechter Investment Advisors first reported a position in CASY in Q4 2022 and has held it in 10 quarters since. The position peaked at $430K in Q2 2024. 739 funds tracked by Wall St. Rank hold CASY as of Q1 2025.

Schechter Investment Advisors held 852 shares of Casey's General Stores worth $370K as of Q1 2025.
Schechter Investment Advisors sold 118 Casey's General Stores shares in Q1 2025, an estimated $48.4K.
Casey's General Stores made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #429 holding.
Schechter Investment Advisors first reported a position in Casey's General Stores in Q4 2022 and has held it in 10 quarters since.
Schechter Investment Advisors's Casey's General Stores position peaked at $430K in Q2 2024.
739 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.