SFI
CSW

Susquehanna Fundamental Investments’s CSW Industrials CSW Stock Holding History

Susquehanna Fundamental Investments’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.08M Buy
7,997
+3,286
+70% +$955K 0.08% 212
2025
Q4 		$1.38M Buy
4,711
+816
+21% +$218K 0.05% 299
2025
Q3 		$946K Sell
3,895
-2,787
-42% -$748K 0.04% 340
2025
Q2 		$1.92M Sell
6,682
-4,941
-43% -$1.49M 0.05% 340
2025
Q1 		$3.39M Buy
11,623
+9,903
+576% +$3.21M 0.06% 402
2024
Q4 		$607K Buy
+1,720
New +$669K 0.01% 822
2021
Q4 		– Sell
-2,615
Closed -$334K – 1505
2021
Q3 		$334K Sell
2,615
-1,072
-29% -$134K 0.01% 1367
2021
Q2 		$437K Sell
3,687
-3,200
-46% -$408K 0.01% 1218
2021
Q1 		$930K Hold
6,887
– – 0.02% 915
2020
Q4 		$771K Buy
6,887
+2,087
+43% +$208K 0.01% 956
2020
Q3 		$371K Buy
4,800
+1,600
+50% +$116K 0.01% 985
2020
Q2 		$221K Buy
+3,200
New +$216K 0.01% 818

Other funds holding CSW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return