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Steward Financial Group’s Casella Waste Systems CWST Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+33
New +$2.71K ﹤0.01% 954
2022
Q3 		– Sell
-16
Closed -$1K – 389
2022
Q2 		$1K Buy
+16
New +$1.22K ﹤0.01% 711

Other funds holding CWST

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Steward Financial Group opened a new position in Casella Waste Systems (CWST) in Q3 2023: 33 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CWST as recently as Q2 2022.

Steward Financial Group first reported a position in CWST in Q2 2022 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold CWST as of Q3 2023.

  • Steward Financial Group held 33 shares of Casella Waste Systems worth $2K as of Q3 2023.
  • Casella Waste Systems was a new Steward Financial Group position in Q3 2023.
  • Casella Waste Systems made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #954 holding.
  • Steward Financial Group first reported a position in Casella Waste Systems in Q2 2022 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Casella Waste Systems as of Q3 2023.

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