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Schubert & Co’s Casella Waste Systems CWST Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-25
Closed -$2.07K – 412
2023
Q1 		$2.07K Buy
25
+1
+4% +$79 ﹤0.01% 903
2022
Q4 		$1.9K Sell
24
-4
-14% -$321 ﹤0.01% 904
2022
Q3 		$2K Buy
28
+12
+75% +$962 ﹤0.01% 762
2022
Q2 		$1K Buy
16
+8
+100% +$609 ﹤0.01% 1053
2022
Q1 		$1K Sell
8
-1
-11% -$80 ﹤0.01% 639
2021
Q4 		$1K Buy
+9
New +$754 ﹤0.01% 589

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CCA
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return