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Templeton & Phillips Capital Management’s Casey's General Stores CASY Stock Holding History

Templeton & Phillips Capital Management’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
2025
Q1 		– Sell
-1,100
Closed -$436K – 51
2024
Q4 		$436K Hold
1,100
– – 0.35% 27
2024
Q3 		$413K Hold
1,100
– – 0.32% 28
2024
Q2 		$420K Hold
1,100
– – 0.37% 24
2024
Q1 		$350K Buy
+1,100
New +$321K 0.32% 22

Other funds holding CASY

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Templeton & Phillips Capital Management's CASY Position: Q1 2025 in Review

Templeton & Phillips Capital Management sold out of Casey's General Stores (CASY) in Q1 2025, closing a stake of 1,100 shares — an estimated $436K sold.

Templeton & Phillips Capital Management first reported a position in CASY in Q1 2024 and held it in 4 quarters. The position peaked at $436K in Q4 2024. 740 funds tracked by Wall St. Rank hold CASY as of Q1 2025.

  • Templeton & Phillips Capital Management reported no remaining Casey's General Stores position as of Q1 2025 after selling out during the quarter.
  • Templeton & Phillips Capital Management sold 1,100 Casey's General Stores shares in Q1 2025, an estimated $436K.
  • Templeton & Phillips Capital Management first reported a position in Casey's General Stores in Q1 2024 and held it in 4 quarters.
  • Templeton & Phillips Capital Management's Casey's General Stores position peaked at $436K in Q4 2024.
  • 740 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2025.

Based on Templeton & Phillips Capital Management's 13F filing for Q1 2025, filed 6 May 2025.