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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janiczek Wealth Management's CSL Position: Q4 2023 in Review

Janiczek Wealth Management sold out of Carlisle Companies (CSL) in Q4 2023, closing a stake of 7 shares — an estimated $1.81K sold.

Janiczek Wealth Management first reported a position in CSL in Q3 2020 and held it in 13 quarters. The position peaked at $2K in Q3 2022. 602 funds tracked by Wall St. Rank hold CSL as of Q4 2023.

Janiczek Wealth Management reported no remaining Carlisle Companies position as of Q4 2023 after selling out during the quarter.
Janiczek Wealth Management sold 7 Carlisle Companies shares in Q4 2023, an estimated $1.81K.
Janiczek Wealth Management first reported a position in Carlisle Companies in Q3 2020 and held it in 13 quarters.
Janiczek Wealth Management's Carlisle Companies position peaked at $2K in Q3 2022.
602 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.