D. Scott Neal’s Carlisle Companies CSL Stock Holding History

D. Scott Neal’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
2018 Q1	–	Sell	-700	Closed	-$80K	–	170
2017 Q4	$80K	Hold	700	–	–	0.05%	70
2017 Q3	$70K	Hold	700	–	–	0.04%	70
2017 Q2	$67K	Hold	700	–	–	0.05%	87
2017 Q1	$74K	Hold	700	–	–	0.05%	73
2016 Q4	$77K	Hold	700	–	–	0.05%	64
2016 Q3	$72K	Hold	700	–	–	0.06%	62
2016 Q2	$74K	Hold	700	–	–	0.07%	59
2016 Q1	$70K	Hold	700	–	–	0.07%	54
2015 Q4	$62K	Buy	+700	New	+$61.9K	0.05%	56

Other funds holding CSL

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FMI

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

D. Scott Neal's CSL Position: Q1 2018 in Review

D. Scott Neal sold out of Carlisle Companies (CSL) in Q1 2018, closing a stake of 700 shares — an estimated $80K sold.

D. Scott Neal first reported a position in CSL in Q4 2015 and held it in 9 quarters. The position peaked at $80K in Q4 2017. 347 funds tracked by Wall St. Rank hold CSL as of Q1 2018.

D. Scott Neal reported no remaining Carlisle Companies position as of Q1 2018 after selling out during the quarter.
D. Scott Neal sold 700 Carlisle Companies shares in Q1 2018, an estimated $80K.
D. Scott Neal first reported a position in Carlisle Companies in Q4 2015 and held it in 9 quarters.
D. Scott Neal's Carlisle Companies position peaked at $80K in Q4 2017.
347 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2018.

Based on D. Scott Neal's 13F filing for Q1 2018, filed 19 Apr 2018.