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Triasima Portfolio Management’s Casella Waste Systems CWST Stock Holding History

Triasima Portfolio Management’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
Q4 		– Sell
-4,200
Closed -$320K – 135
2023
Q3 		$320K Buy
4,200
+395
+10% +$32.4K 0.03% 116
2023
Q2 		$456K Buy
+3,805
New +$340K 0.03% 114
2023
Q1 		– Sell
-4,430
Closed -$351K – 138
2022
Q4 		$351K Hold
4,430
– – 0.03% 108
2022
Q3 		$338K Sell
4,430
-185
-4% -$14.8K 0.03% 112
2022
Q2 		$335K Buy
4,615
+790
+21% +$60.2K 0.02% 115
2022
Q1 		$335K Sell
3,825
-780
-17% -$62.1K 0.02% 133
2021
Q4 		$393K Buy
4,605
+425
+10% +$35.6K 0.02% 137
2021
Q3 		$317K Hold
4,180
– – 0.02% 140
2021
Q2 		$265K Sell
4,180
-2,000
-32% -$133K 0.01% 165
2021
Q1 		$393K Hold
6,180
– – 0.02% 148
2020
Q4 		$383K Buy
+6,180
New +$367K 0.02% 143

Other funds holding CWST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return