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Harvest Investment Services’s Carlisle Companies CSL Stock Holding History

Harvest Investment Services’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
2022
Q4 		– Sell
-2,274
Closed -$637K – 123
2022
Q3 		$637K Buy
+2,274
New +$652K 0.78% 38

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Harvest Investment Services's CSL Position: Q4 2022 in Review

Harvest Investment Services sold out of Carlisle Companies (CSL) in Q4 2022, closing a stake of 2,274 shares — an estimated $637K sold.

Harvest Investment Services first reported a position in CSL in Q3 2022 and held it in 1 quarter. The position peaked at $637K in Q3 2022. 578 funds tracked by Wall St. Rank hold CSL as of Q4 2022.

  • Harvest Investment Services reported no remaining Carlisle Companies position as of Q4 2022 after selling out during the quarter.
  • Harvest Investment Services sold 2,274 Carlisle Companies shares in Q4 2022, an estimated $637K.
  • Harvest Investment Services first reported a position in Carlisle Companies in Q3 2022 and held it in 1 quarter.
  • Harvest Investment Services's Carlisle Companies position peaked at $637K in Q3 2022.
  • 578 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2022.

Based on Harvest Investment Services's 13F filing for Q4 2022, filed 14 Feb 2023.