Evoke Wealth’s Carlisle Companies CSL Stock Holding History

Evoke Wealth’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 Q2	–	Sell	-3	Closed	-$376	–	1096
2020 Q1	$376	Sell	3 -27	-90%	-$4.01K	﹤0.01%	1045
2019 Q4	$4.86K	Hold	30	–	–	﹤0.01%	917
2019 Q3	$4.37K	Buy	+30	New	+$4.21K	﹤0.01%	1039

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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evoke Wealth's CSL Position: Q2 2020 in Review

Evoke Wealth sold out of Carlisle Companies (CSL) in Q2 2020, closing a stake of 3 shares — an estimated $376 sold.

Evoke Wealth first reported a position in CSL in Q3 2019 and held it in 3 quarters. The position peaked at $4.86K in Q4 2019. 400 funds tracked by Wall St. Rank hold CSL as of Q2 2020.

Evoke Wealth reported no remaining Carlisle Companies position as of Q2 2020 after selling out during the quarter.
Evoke Wealth sold 3 Carlisle Companies shares in Q2 2020, an estimated $376.
Evoke Wealth first reported a position in Carlisle Companies in Q3 2019 and held it in 3 quarters.
Evoke Wealth's Carlisle Companies position peaked at $4.86K in Q4 2019.
400 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2020.

Based on Evoke Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.