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Meristem Family Wealth’s Carlisle Companies CSL Stock Holding History

Meristem Family Wealth’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
2022
Q1 		$221K Hold
900
– – 0.02% 311
2021
Q4 		$223K Buy
+900
New +$207K 0.02% 351

Other funds holding CSL

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Meristem Family Wealth's CSL Position: Q1 2022 in Review

Meristem Family Wealth held its Carlisle Companies (CSL) position steady in Q1 2022 at 900 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #311.

Meristem Family Wealth first reported a position in CSL in Q4 2021 and has held it in 2 quarters since. The position peaked at $223K in Q4 2021. 491 funds tracked by Wall St. Rank hold CSL as of Q1 2022.

  • Meristem Family Wealth held 900 shares of Carlisle Companies worth $221K as of Q1 2022.
  • Meristem Family Wealth left its Carlisle Companies share count unchanged in Q1 2022.
  • Carlisle Companies made up 0.02% of Meristem Family Wealth's portfolio in Q1 2022, its #311 holding.
  • Meristem Family Wealth first reported a position in Carlisle Companies in Q4 2021 and has held it in 2 quarters since.
  • Meristem Family Wealth's Carlisle Companies position peaked at $223K in Q4 2021.
  • 491 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.