IronBridge Private Wealth’s Carlisle Companies CSL Stock Holding History

IronBridge Private 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
2022 Q1	–	Sell	-79	Closed	-$20K	–	88
2021 Q4	$20K	Hold	79	–	–	0.01%	129
2021 Q3	$16K	Hold	79	–	–	0.01%	114
2021 Q2	$15K	Hold	79	–	–	0.01%	122
2021 Q1	$13K	Hold	79	–	–	0.01%	131
2020 Q4	$12K	Buy	+79	New	+$11.1K	0.01%	133

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

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

GIM

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

FMI

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

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

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

IronBridge Private Wealth's CSL Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Carlisle Companies (CSL) in Q1 2022, closing a stake of 79 shares — an estimated $20K sold.

IronBridge Private Wealth first reported a position in CSL in Q4 2020 and held it in 5 quarters. The position peaked at $20K in Q4 2021. 491 funds tracked by Wall St. Rank hold CSL as of Q1 2022.

IronBridge Private Wealth reported no remaining Carlisle Companies position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 79 Carlisle Companies shares in Q1 2022, an estimated $20K.
IronBridge Private Wealth first reported a position in Carlisle Companies in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Carlisle Companies position peaked at $20K in Q4 2021.
491 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.