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Castleview Partners’s Carlisle Companies CSL Stock Holding History

Castleview 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
2024
Q3 		– Sell
-1
Closed -$405 – 616
2024
Q2 		$405 Sell
1
-3
-75% -$1.21K ﹤0.01% 858
2024
Q1 		$1.57K Hold
4
– – ﹤0.01% 761
2023
Q4 		$1.25K Sell
4
-2
-33% -$551 ﹤0.01% 749
2023
Q3 		$1.56K Sell
6
-1
-14% -$268 ﹤0.01% 576
2023
Q2 		$1.8K Hold
7
– – ﹤0.01% 593
2023
Q1 		$1.58K Hold
7
– – ﹤0.01% 580
2022
Q4 		$1.65K Buy
+7
New +$1.8K ﹤0.01% 522
2022
Q1 		– Sell
-13,150
Closed -$53 – 776
2021
Q4 		$53 Buy
+13,150
New +$3.02M ﹤0.01% 878

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