State Farm Mutual Automobile Insurance’s Capital Southwest CSWC Stock Holding History

State Farm Mutual Automobile Insurance’s Portfolio CSWC Stock Details CSWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,000	Closed	-$197K	–	124
2023 Q2	$197K	Hold	10,000	–	–	﹤0.01%	130
2023 Q1	$178K	Hold	10,000	–	–	﹤0.01%	133
2022 Q4	$171K	Hold	10,000	–	–	﹤0.01%	132
2022 Q3	$169K	Hold	10,000	–	–	﹤0.01%	130
2022 Q2	$184K	Hold	10,000	–	–	﹤0.01%	131
2022 Q1	$253K	Hold	10,000	–	–	﹤0.01%	130
2021 Q4	$253K	Hold	10,000	–	–	﹤0.01%	129
2021 Q3	$268K	Buy	+10,000	New	+$260K	﹤0.01%	125

Other funds holding CSWC

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Farm Mutual Automobile Insurance's CSWC Position: Q3 2023 in Review

State Farm Mutual Automobile Insurance sold out of Capital Southwest (CSWC) in Q3 2023, closing a stake of 10,000 shares — an estimated $197K sold.

State Farm Mutual Automobile Insurance first reported a position in CSWC in Q3 2021 and held it in 8 quarters. The position peaked at $268K in Q3 2021. 114 funds tracked by Wall St. Rank hold CSWC as of Q3 2023.

State Farm Mutual Automobile Insurance reported no remaining Capital Southwest position as of Q3 2023 after selling out during the quarter.
State Farm Mutual Automobile Insurance sold 10,000 Capital Southwest shares in Q3 2023, an estimated $197K.
State Farm Mutual Automobile Insurance first reported a position in Capital Southwest in Q3 2021 and held it in 8 quarters.
State Farm Mutual Automobile Insurance's Capital Southwest position peaked at $268K in Q3 2021.
114 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2023.

Based on State Farm Mutual Automobile Insurance's 13F filing for Q3 2023, filed 9 Nov 2023.