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CWST · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CWST
  • GEV
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Holders and value by quarter
QuarterCWSTGEV
Q3 20202 holders, $102mnone listed holders, n.a.
Q4 20203 holders, $95mnone listed holders, n.a.
Q1 20212 holders, $83mnone listed holders, n.a.
Q2 20213 holders, $82mnone listed holders, n.a.
Q3 20212 holders, $86mnone listed holders, n.a.
Q4 20213 holders, $87mnone listed holders, n.a.
Q1 20222 holders, $89mnone listed holders, n.a.
Q2 20223 holders, $68mnone listed holders, n.a.
Q3 20222 holders, $62mnone listed holders, n.a.
Q4 20222 holders, $63mnone listed holders, n.a.
Q1 20232 holders, $64mnone listed holders, n.a.
Q2 20233 holders, $82mnone listed holders, n.a.
Q3 20233 holders, $71mnone listed holders, n.a.
Q4 20235 holders, $126mnone listed holders, n.a.
Q1 20244 holders, $197m3 holders, $544m
Q2 20244 holders, $198m26 holders, $9.8bn
Q3 20246 holders, $366m31 holders, $11.9bn
Q4 20244 holders, $399m37 holders, $15.3bn
Q1 20254 holders, $377m36 holders, $14.8bn
Q2 20256 holders, $794m36 holders, $26.3bn
Q3 20255 holders, $424m35 holders, $29.5bn
Q4 20255 holders, $487m34 holders, $28.7bn
Q1 20265 holders, $306m31 holders, $36.7bn
Q2 20267 holders, $520m28 holders, $45.0bn
CWST

Casella Waste Sys Inc

Holders
4
Reported value
$377m
Buyers
1
Sellers
2

Breadth -1 among 95 comparable managers.

GEV

Ge Vernova Inc

Holders
36
Reported value
$14.8bn
Buyers
20
Sellers
19

Breadth +1 among 95 comparable managers.

Who holds both, Q1 2025

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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