Yorktown Management & Research Company’s CSW Industrials CSW Stock Holding History

Yorktown Management & Research Company’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	$339K	Hold	1,300	–	–	0.28%	135
2025 Q4	$382K	Hold	1,300	–	–	0.31%	132
2025 Q3	$316K	Sell	1,300 -650	-33%	-$174K	0.25%	166
2025 Q2	$559K	Buy	1,950 +650	+50%	+$196K	0.53%	56
2025 Q1	$379K	Hold	1,300	–	–	0.41%	105
2024 Q4	$459K	Hold	1,300	–	–	0.44%	98
2024 Q3	$476K	Hold	1,300	–	–	0.49%	81
2024 Q2	$345K	Hold	1,300	–	–	0.37%	123
2024 Q1	$305K	Buy	+1,300	New	+$290K	0.29%	166

Other funds holding CSW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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