VDI
CSW

Vaughan David Investments’s CSW Industrials CSW Stock Holding History

Vaughan David 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
2025
Q3 		– Sell
-700
Closed -$201K – 230
2025
Q2 		$201K Hold
700
– – ﹤0.01% 228
2025
Q1 		$204K Sell
700
-100
-13% -$32.5K ﹤0.01% 211
2024
Q4 		$282K Hold
800
– – 0.01% 185
2024
Q3 		$293K Hold
800
– – 0.01% 186
2024
Q2 		$212K Sell
800
-200
-20% -$49.6K 0.01% 201
2024
Q1 		$235K Hold
1,000
– – 0.01% 200
2023
Q4 		$207K Buy
+1,000
New +$181K 0.01% 199
2016
Q2 		– Sell
-8,000
Closed -$252K – 159
2016
Q1 		$252K Buy
+8,000
New +$257K 0.01% 145

Other funds holding CSW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return