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Alta Advisers’s Carlisle Companies CSL Stock Holding History

Alta Advisers’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$81K – 423
2024
Q2 		$81K Hold
200
– – 0.04% 304
2024
Q1 		$78.4K Hold
200
– – 0.04% 316
2023
Q4 		$62.5K Hold
200
– – 0.03% 356
2023
Q3 		$51.9K Hold
200
– – 0.03% 370
2023
Q2 		$51.3K Hold
200
– – 0.03% 373
2023
Q1 		$45.2K Hold
200
– – 0.03% 375
2022
Q4 		$47K Hold
200
– – 0.03% 372
2022
Q3 		$56K Buy
+200
New +$57.3K 0.04% 356

Other funds holding CSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return