ZIM
CSW

Zacks Investment Management’s CSW Industrials CSW Stock Holding History

Zacks Investment Management’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
2024
Q4 		– Sell
-2,089
Closed -$765K – 687
2024
Q3 		$765K Sell
2,089
-322
-13% -$101K 0.01% 437
2024
Q2 		$640K Sell
2,411
-588
-20% -$146K 0.01% 407
2024
Q1 		$704K Sell
2,999
-230
-7% -$51.3K 0.01% 430
2023
Q4 		$670K Sell
3,229
-284
-8% -$51.5K 0.01% 430
2023
Q3 		$616K Sell
3,513
-269
-7% -$47.6K 0.01% 432
2023
Q2 		$629K Sell
3,782
-27
-0.7% -$3.9K 0.01% 437
2023
Q1 		$529K Sell
3,809
-270
-7% -$36.4K 0.01% 444
2022
Q4 		$473K Sell
4,079
-12,319
-75% -$1.47M 0.01% 441
2022
Q3 		$1.96M Buy
16,398
+12,077
+279% +$1.48M 0.03% 269
2022
Q2 		$445K Buy
+4,321
New +$461K 0.01% 445
2021
Q3 		– Sell
-7,112
Closed -$842K – 614
2021
Q2 		$842K Buy
+7,112
New +$907K 0.01% 386
2021
Q1 		– Sell
-8,617
Closed -$964K – 519
2020
Q4 		$964K Sell
8,617
-3,264
-27% -$326K 0.02% 354
2020
Q3 		$918K Sell
11,881
-1,315
-10% -$95.3K 0.02% 329
2020
Q2 		$912K Sell
13,196
-1,526
-10% -$103K 0.02% 313
2020
Q1 		$955K Sell
14,722
-9,604
-39% -$695K 0.02% 304
2019
Q4 		$1.87M Sell
24,326
-2,798
-10% -$201K 0.04% 280
2019
Q3 		$1.87M Sell
27,124
-2,950
-10% -$204K 0.04% 266
2019
Q2 		$2.05M Sell
30,074
-49
-0.2% -$3.06K 0.04% 261
2019
Q1 		$1.73M Sell
30,123
-1,767
-6% -$95.5K 0.04% 277
2018
Q4 		$1.54M Sell
31,890
-4,061
-11% -$202K 0.04% 271
2018
Q3 		$1.93M Buy
+35,951
New +$1.96M 0.04% 278
2018
Q2 		– Sell
-32,513
Closed -$1.47M – 554
2018
Q1 		$1.47M Buy
+32,513
New +$1.51M 0.03% 337

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Zacks Investment Management's CSW Position: Q4 2024 in Review

Zacks Investment Management sold out of CSW Industrials (CSW) in Q4 2024, closing a stake of 2,089 shares — an estimated $765K sold.

Zacks Investment Management first reported a position in CSW in Q1 2018 and held it in 22 quarters. The position peaked at $2.05M in Q2 2019. 371 funds tracked by Wall St. Rank hold CSW as of Q4 2024.

  • Zacks Investment Management reported no remaining CSW Industrials position as of Q4 2024 after selling out during the quarter.
  • Zacks Investment Management sold 2,089 CSW Industrials shares in Q4 2024, an estimated $765K.
  • Zacks Investment Management first reported a position in CSW Industrials in Q1 2018 and held it in 22 quarters.
  • Zacks Investment Management's CSW Industrials position peaked at $2.05M in Q2 2019.
  • 371 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2024.

Based on Zacks Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.