BFEC
CSL icon

Benjamin F. Edwards & Company’s Carlisle Companies CSL Stock Holding History

Benjamin F. Edwards & Company’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
2021
Q2 		– Sell
-30
Closed -$5K – 1695
2021
Q1 		$5K Hold
30
– – ﹤0.01% 1492
2020
Q4 		$5K Hold
30
– – ﹤0.01% 1388
2020
Q3 		$4K Hold
30
– – ﹤0.01% 1468
2020
Q2 		$4K Hold
30
– – ﹤0.01% 1467
2020
Q1 		$4K Hold
30
– – ﹤0.01% 1465
2019
Q4 		$5K Hold
30
– – ﹤0.01% 1600
2019
Q3 		$4K Sell
30
-11
-27% -$1.54K ﹤0.01% 1614
2019
Q2 		$6K Buy
+41
New +$5.51K ﹤0.01% 1550

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Benjamin F. Edwards & Company's CSL Position: Q2 2021 in Review

Benjamin F. Edwards & Company sold out of Carlisle Companies (CSL) in Q2 2021, closing a stake of 30 shares — an estimated $5K sold.

Benjamin F. Edwards & Company first reported a position in CSL in Q2 2019 and held it in 8 quarters. The position peaked at $6K in Q2 2019. 413 funds tracked by Wall St. Rank hold CSL as of Q2 2021.

  • Benjamin F. Edwards & Company reported no remaining Carlisle Companies position as of Q2 2021 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 30 Carlisle Companies shares in Q2 2021, an estimated $5K.
  • Benjamin F. Edwards & Company first reported a position in Carlisle Companies in Q2 2019 and held it in 8 quarters.
  • Benjamin F. Edwards & Company's Carlisle Companies position peaked at $6K in Q2 2019.
  • 413 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2021.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2021, filed 11 Aug 2021.