Camarda Financial Advisors’s Carlisle Companies CSL Stock Holding History

Camarda Financial Advisors’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 Q1	–	Sell	-1,617	Closed	-$505K	–	75
2023 Q4	$505K	Buy	1,617 +5	+0.3%	+$1.38K	0.22%	63
2023 Q3	$418K	Buy	1,612 +5	+0.3%	+$1.34K	0.27%	56
2023 Q2	$412K	Buy	1,607 +19	+1%	+$4.21K	0.21%	61
2023 Q1	$359K	Hold	1,588	–	–	0.27%	50
2022 Q4	$374K	Buy	+1,588	New	+$409K	0.38%	63
2019 Q3	–	Sell	-10	Closed	-$1K	–	131
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	390
2019 Q1	$1K	Buy	+10	New	+$1.16K	﹤0.01%	425

Other funds holding CSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Camarda Financial Advisors's CSL Position: Q1 2024 in Review

Camarda Financial Advisors sold out of Carlisle Companies (CSL) in Q1 2024, closing a stake of 1,617 shares — an estimated $505K sold.

Camarda Financial Advisors first reported a position in CSL in Q1 2019 and held it in 7 quarters. The position peaked at $505K in Q4 2023. 661 funds tracked by Wall St. Rank hold CSL as of Q1 2024.

Camarda Financial Advisors reported no remaining Carlisle Companies position as of Q1 2024 after selling out during the quarter.
Camarda Financial Advisors sold 1,617 Carlisle Companies shares in Q1 2024, an estimated $505K.
Camarda Financial Advisors first reported a position in Carlisle Companies in Q1 2019 and held it in 7 quarters.
Camarda Financial Advisors's Carlisle Companies position peaked at $505K in Q4 2023.
661 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2024.

Based on Camarda Financial Advisors's 13F filing for Q1 2024, filed 8 May 2024.