Harvest Group Wealth Management’s Carlisle Companies CSL Stock Holding History

Harvest Group Wealth Management’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
2021 Q1	–	Sell	-18	Closed	-$3K	–	183
2020 Q4	$3K	Hold	18	–	–	﹤0.01%	292
2020 Q3	$2K	Hold	18	–	–	﹤0.01%	332
2020 Q2	$2K	Hold	18	–	–	﹤0.01%	297
2020 Q1	$2K	Sell	18 -36	-67%	-$5.34K	﹤0.01%	307
2019 Q4	$8K	Hold	54	–	–	0.01%	279
2019 Q3	$8K	Hold	54	–	–	0.01%	288
2019 Q2	$7K	Hold	54	–	–	0.01%	281
2019 Q1	$7K	Buy	+54	New	+$6.24K	0.01%	310

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

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

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

Harvest Group Wealth Management's CSL Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Carlisle Companies (CSL) in Q1 2021, closing a stake of 18 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in CSL in Q1 2019 and held it in 8 quarters. The position peaked at $8K in Q4 2019. 400 funds tracked by Wall St. Rank hold CSL as of Q1 2021.

Harvest Group Wealth Management reported no remaining Carlisle Companies position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 18 Carlisle Companies shares in Q1 2021, an estimated $3K.
Harvest Group Wealth Management first reported a position in Carlisle Companies in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Carlisle Companies position peaked at $8K in Q4 2019.
400 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.