JOYN Advisors’s Carlisle Companies CSL Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-269	Closed	-$27K	–	395
2018 Q4	$27K	Buy	269 +178	+196%	+$18.3K	0.01%	540
2018 Q3	$11K	Buy	91 +42	+86%	+$5.13K	﹤0.01%	909
2018 Q2	$5K	Buy	49 +34	+227%	+$3.6K	﹤0.01%	1119
2018 Q1	$2K	Buy	+15	New	+$1.64K	﹤0.01%	1048

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

FMI

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

JOYN Advisors's CSL Position: Q1 2019 in Review

JOYN Advisors sold out of Carlisle Companies (CSL) in Q1 2019, closing a stake of 269 shares — an estimated $27K sold.

JOYN Advisors first reported a position in CSL in Q1 2018 and held it in 4 quarters. The position peaked at $27K in Q4 2018. 386 funds tracked by Wall St. Rank hold CSL as of Q1 2019.

JOYN Advisors reported no remaining Carlisle Companies position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 269 Carlisle Companies shares in Q1 2019, an estimated $27K.
JOYN Advisors first reported a position in Carlisle Companies in Q1 2018 and held it in 4 quarters.
JOYN Advisors's Carlisle Companies position peaked at $27K in Q4 2018.
386 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.