YIH
CSW

Y-Intercept (HK)’s CSW Industrials CSW Stock Holding History

Y-Intercept (HK)’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
Q4 		– Sell
-878
Closed -$213K – 1627
2025
Q3 		$213K Buy
+878
New +$236K 0.01% 1462
2025
Q1 		– Sell
-1,049
Closed -$370K – 1271
2024
Q4 		$370K Buy
+1,049
New +$408K 0.02% 865
2024
Q1 		– Sell
-1,281
Closed -$266K – 1428
2023
Q4 		$266K Buy
+1,281
New +$232K 0.02% 872
2023
Q2 		– Sell
-2,597
Closed -$361K – 1339
2023
Q1 		$361K Buy
2,597
+756
+41% +$102K 0.04% 686
2022
Q4 		$213K Buy
+1,841
New +$220K 0.03% 800

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Y-Intercept (HK)'s CSW Position: Q4 2025 in Review

Y-Intercept (HK) sold out of CSW Industrials (CSW) in Q4 2025, closing a stake of 878 shares — an estimated $213K sold.

Y-Intercept (HK) first reported a position in CSW in Q4 2022 and held it in 5 quarters. The position peaked at $370K in Q4 2024. 352 funds tracked by Wall St. Rank hold CSW as of Q4 2025.

  • Y-Intercept (HK) reported no remaining CSW Industrials position as of Q4 2025 after selling out during the quarter.
  • Y-Intercept (HK) sold 878 CSW Industrials shares in Q4 2025, an estimated $213K.
  • Y-Intercept (HK) first reported a position in CSW Industrials in Q4 2022 and held it in 5 quarters.
  • Y-Intercept (HK)'s CSW Industrials position peaked at $370K in Q4 2024.
  • 352 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2025.

Based on Y-Intercept (HK)'s 13F filing for Q4 2025, filed 13 Feb 2026.