Knowledge Leaders Capital’s Carlisle Companies CSL Stock Holding History

Knowledge Leaders Capital’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 Q1	–	Sell	-2,809	Closed	-$662K	–	71
2022 Q4	$662K	Buy	2,809 +102	+4%	+$26.2K	0.87%	45
2022 Q3	$759K	Buy	+2,707	New	+$776K	0.97%	36
2022 Q1	–	Sell	-4,421	Closed	-$1.1M	–	119
2021 Q4	$1.1M	Buy	+4,421	New	+$1.02M	0.8%	47

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

FMI

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

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

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

GIM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Knowledge Leaders Capital's CSL Position: Q1 2023 in Review

Knowledge Leaders Capital sold out of Carlisle Companies (CSL) in Q1 2023, closing a stake of 2,809 shares — an estimated $662K sold.

Knowledge Leaders Capital first reported a position in CSL in Q4 2021 and held it in 3 quarters. The position peaked at $1.1M in Q4 2021. 549 funds tracked by Wall St. Rank hold CSL as of Q1 2023.

Knowledge Leaders Capital reported no remaining Carlisle Companies position as of Q1 2023 after selling out during the quarter.
Knowledge Leaders Capital sold 2,809 Carlisle Companies shares in Q1 2023, an estimated $662K.
Knowledge Leaders Capital first reported a position in Carlisle Companies in Q4 2021 and held it in 3 quarters.
Knowledge Leaders Capital's Carlisle Companies position peaked at $1.1M in Q4 2021.
549 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2023.

Based on Knowledge Leaders Capital's 13F filing for Q1 2023, filed 4 May 2023.