JWM
CSL icon

Janiczek Wealth Management’s Carlisle Companies CSL Stock Holding History

Janiczek 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
2023
Q4 		– Sell
-7
Closed -$1.81K – 1138
2023
Q3 		$1.81K Hold
7
– – ﹤0.01% 848
2023
Q2 		$1.8K Hold
7
– – ﹤0.01% 779
2023
Q1 		$1.48K Hold
7
– – ﹤0.01% 800
2022
Q4 		$1.69K Hold
7
– – ﹤0.01% 798
2022
Q3 		$2K Hold
7
– – ﹤0.01% 753
2022
Q2 		$2K Hold
7
– – ﹤0.01% 768
2022
Q1 		$2K Hold
7
– – ﹤0.01% 758
2021
Q4 		$2K Hold
7
– – ﹤0.01% 818
2021
Q3 		$1K Hold
7
– – ﹤0.01% 878
2021
Q2 		$1K Hold
7
– – ﹤0.01% 828
2021
Q1 		$1K Hold
7
– – ﹤0.01% 793
2020
Q4 		$1K Hold
7
– – ﹤0.01% 722
2020
Q3 		$1K Buy
+7
New +$859 ﹤0.01% 556

Other funds holding CSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return