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LMCG Investments’s Carlisle Companies CSL Stock Holding History

LMCG 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
2024
Q3 		– Sell
-3,501
Closed -$1.42M – 236
2024
Q2 		$1.42M Sell
3,501
-31
-0.9% -$12.5K 0.08% 154
2024
Q1 		$1.38M Sell
3,532
-1,518
-30% -$515K 0.08% 166
2023
Q4 		$1.58M Buy
5,050
+1,535
+44% +$423K 0.1% 177
2023
Q3 		$911K Buy
3,515
+77
+2% +$20.6K 0.06% 219
2023
Q2 		$882K Hold
3,438
– – 0.06% 219
2023
Q1 		$777K Buy
3,438
+80
+2% +$19.5K 0.05% 228
2022
Q4 		$791K Buy
3,358
+7
+0.2% +$1.8K 0.06% 233
2022
Q3 		$940K Buy
+3,351
New +$960K 0.07% 228

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return