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Steward Financial Group’s Casey's General Stores CASY Stock Holding History

Steward Financial Group’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
2023
Q3 		$8K Buy
+33
New +$8.36K ﹤0.01% 432
2022
Q3 		– Sell
-9
Closed -$1K – 269
2022
Q2 		$1K Buy
+9
New +$1.81K ﹤0.01% 683

Other funds holding CASY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Steward Financial Group's CASY Position: Q3 2023 in Review

Steward Financial Group opened a new position in Casey's General Stores (CASY) in Q3 2023: 33 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CASY as recently as Q2 2022.

Steward Financial Group first reported a position in CASY in Q2 2022 and has held it in 2 quarters since. 521 funds tracked by Wall St. Rank hold CASY as of Q3 2023.

  • Steward Financial Group held 33 shares of Casey's General Stores worth $8K as of Q3 2023.
  • Casey's General Stores was a new Steward Financial Group position in Q3 2023.
  • Casey's General Stores made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #432 holding.
  • Steward Financial Group first reported a position in Casey's General Stores in Q2 2022 and has held it in 2 quarters since.
  • 521 funds tracked by Wall St. Rank held Casey's General Stores as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.