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Kula Investments’s Carlisle Companies CSL Stock Holding History

Kula Investments’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 		$1.33M Buy
5,890
+3,113
+112% +$757K 0.33% 58
2022
Q4 		$654K Buy
+2,777
New +$715K 0.19% 139

Other funds holding CSL

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
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
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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kula Investments's CSL Position: Q1 2023 in Review

Kula Investments increased its Carlisle Companies (CSL) stake by 112% in Q1 2023, buying an estimated $757K and bringing the position to 5,890 shares worth $1.33M. The position accounts for 0.33% of the portfolio, ranked #58.

Kula Investments first reported a position in CSL in Q4 2022 and has held it in 2 quarters since. 549 funds tracked by Wall St. Rank hold CSL as of Q1 2023.

  • Kula Investments held 5,890 shares of Carlisle Companies worth $1.33M as of Q1 2023.
  • Kula Investments bought 3,113 Carlisle Companies shares in Q1 2023, an estimated $757K.
  • Carlisle Companies made up 0.33% of Kula Investments's portfolio in Q1 2023, its #58 holding.
  • Kula Investments first reported a position in Carlisle Companies in Q4 2022 and has held it in 2 quarters since.
  • 549 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.