Howe & Rusling’s Carlisle Companies CSL Stock Holding History

Howe & Rusling’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	-5	Closed	-$1K	–	483
2022 Q3	$1K	Buy	+5	New	+$1.43K	﹤0.01%	948
2015 Q4	–	Sell	-25	Closed	-$2K	–	1002
2015 Q3	$2K	Hold	25	–	–	﹤0.01%	809
2015 Q2	$3K	Buy	25 +6	+32%	+$588	﹤0.01%	764
2015 Q1	$2K	Sell	19 -97	-84%	-$8.94K	﹤0.01%	756
2014 Q4	$10K	Sell	116 -160	-58%	-$13.8K	﹤0.01%	499
2014 Q3	$22K	Buy	276 +254	+1,155%	+$21.1K	0.01%	374
2014 Q2	$2K	Sell	22 -213	-91%	-$17.7K	﹤0.01%	697
2014 Q1	$19K	Buy	235 +215	+1,075%	+$16.7K	﹤0.01%	462
2013 Q4	$2K	Sell	20 -292	-94%	-$21.4K	﹤0.01%	681
2013 Q3	$22K	Buy	312 +20	+7%	+$1.35K	0.01%	458
2013 Q2	$18K	Buy	+292	New	+$19.1K	0.01%	505

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

JP Morgan Chase

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

Franklin Resources

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

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

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM