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CSat Investment Advisory’s Carlisle Companies CSL Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-229
Closed -$28K – 625
2020
Q3 		$28K Buy
229
+30
+15% +$3.68K ﹤0.01% 776
2020
Q2 		$24K Buy
199
+33
+20% +$3.97K ﹤0.01% 791
2020
Q1 		$21K Buy
166
+26
+19% +$3.86K ﹤0.01% 709
2019
Q4 		$23K Buy
140
+22
+19% +$3.39K 0.01% 741
2019
Q3 		$17K Buy
118
+16
+16% +$2.25K 0.01% 749
2019
Q2 		$14K Buy
+102
New +$13.7K ﹤0.01% 773

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CSat Investment Advisory's CSL Position: Q4 2020 in Review

CSat Investment Advisory sold out of Carlisle Companies (CSL) in Q4 2020, closing a stake of 229 shares — an estimated $28K sold.

CSat Investment Advisory first reported a position in CSL in Q2 2019 and held it in 6 quarters. The position peaked at $28K in Q3 2020. 394 funds tracked by Wall St. Rank hold CSL as of Q4 2020.

  • CSat Investment Advisory reported no remaining Carlisle Companies position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 229 Carlisle Companies shares in Q4 2020, an estimated $28K.
  • CSat Investment Advisory first reported a position in Carlisle Companies in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Carlisle Companies position peaked at $28K in Q3 2020.
  • 394 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.