Number of Shares
42,601.00
Current Holdings Value*
$4.75 Mil
% of Portfolio
2.11%
Total Estimate Gain
$1.12 Mil
% of Total Estimate Gain
28.80%

SBH SMALL CAP GROWTH FUND's Casella Waste Systems Inc Holding Summary

As of 2025-03-31, SBH SMALL CAP GROWTH FUND held 42,601.00 shares of Casella Waste Systems Inc(CWST), totaling $4.75 Mil. This investment constitutes 2.11% of their stock portfolio, and SBH SMALL CAP GROWTH FUND now holds 0.07% of the outstanding Casella Waste Systems Inc(CWST) stock.

The initial trade took place in 2023Q4. And since then SBH SMALL CAP GROWTH FUND has made 3 purchases of CWST, at an average price of $86.21, for a total of 45,189.00 shares. In addition, there have been 3 sales at an average price of $105.39 for 2,588.00 shares. Based on historical transaction data and CWST's current price of $111.38, SBH SMALL CAP GROWTH FUND's estimated gain on his CWST holdings is $1.12 Mil, reflecting a 28.80% gain to date.

SBH SMALL CAP GROWTH FUND CWST ($111.38) Holding Chart

SBH SMALL CAP GROWTH FUND CWST ($111.38) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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