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Koss-Olinger Consulting’s Carlisle Companies CSL Stock Holding History

Koss-Olinger Consulting’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
2024
Q1 		– Sell
-704
Closed -$220K – 104
2023
Q4 		$220K Buy
+704
New +$194K 0.02% 286

Other funds holding CSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Koss-Olinger Consulting's CSL Position: Q1 2024 in Review

Koss-Olinger Consulting sold out of Carlisle Companies (CSL) in Q1 2024, closing a stake of 704 shares — an estimated $220K sold.

Koss-Olinger Consulting first reported a position in CSL in Q4 2023 and held it in 1 quarter. The position peaked at $220K in Q4 2023. 661 funds tracked by Wall St. Rank hold CSL as of Q1 2024.

  • Koss-Olinger Consulting reported no remaining Carlisle Companies position as of Q1 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 704 Carlisle Companies shares in Q1 2024, an estimated $220K.
  • Koss-Olinger Consulting first reported a position in Carlisle Companies in Q4 2023 and held it in 1 quarter.
  • Koss-Olinger Consulting's Carlisle Companies position peaked at $220K in Q4 2023.
  • 661 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2024.

Based on Koss-Olinger Consulting's 13F filing for Q1 2024, filed 18 Apr 2024.