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Meridian Wealth Partners’s Carlisle Companies CSL Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-11
Closed -$2K – 361
2021
Q1 		$2K Buy
+11
New +$1.69K ﹤0.01% 964

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Meridian Wealth Partners's CSL Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Carlisle Companies (CSL) in Q2 2021, closing a stake of 11 shares — an estimated $2K sold.

Meridian Wealth Partners first reported a position in CSL in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 413 funds tracked by Wall St. Rank hold CSL as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Carlisle Companies position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 11 Carlisle Companies shares in Q2 2021, an estimated $2K.
  • Meridian Wealth Partners first reported a position in Carlisle Companies in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Carlisle Companies position peaked at $2K in Q1 2021.
  • 413 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.