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Blueprint Investment Partners’s Carlisle Companies CSL Stock Holding History

Blueprint Investment Partners’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
2023
Q2 		– Sell
-982
Closed -$222K – 165
2023
Q1 		$222K Sell
982
-541
-36% -$132K 0.05% 216
2022
Q4 		$359K Buy
+1,523
New +$392K 0.08% 150

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State Street
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Blueprint Investment Partners's CSL Position: Q2 2023 in Review

Blueprint Investment Partners sold out of Carlisle Companies (CSL) in Q2 2023, closing a stake of 982 shares — an estimated $222K sold.

Blueprint Investment Partners first reported a position in CSL in Q4 2022 and held it in 2 quarters. The position peaked at $359K in Q4 2022. 541 funds tracked by Wall St. Rank hold CSL as of Q2 2023.

  • Blueprint Investment Partners reported no remaining Carlisle Companies position as of Q2 2023 after selling out during the quarter.
  • Blueprint Investment Partners sold 982 Carlisle Companies shares in Q2 2023, an estimated $222K.
  • Blueprint Investment Partners first reported a position in Carlisle Companies in Q4 2022 and held it in 2 quarters.
  • Blueprint Investment Partners's Carlisle Companies position peaked at $359K in Q4 2022.
  • 541 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2023.

Based on Blueprint Investment Partners's 13F filing for Q2 2023, filed 15 Aug 2023.