OCG
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Opus Capital Group’s Carlisle Companies CSL Stock Holding History

Opus Capital Group’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
2020
Q1 		– Sell
-1,480
Closed -$240K – 112
2019
Q4 		$240K Hold
1,480
– – 0.07% 112
2019
Q3 		$215K Hold
1,480
– – 0.07% 120
2019
Q2 		$208K Sell
1,480
-5,510
-79% -$741K 0.06% 146
2019
Q1 		$857K Buy
6,990
+1,889
+37% +$218K 0.23% 95
2018
Q4 		$512K Buy
5,101
+544
+12% +$56K 0.11% 141
2018
Q3 		$555K Buy
4,557
+2,135
+88% +$261K 0.12% 140
2018
Q2 		$262K Hold
2,422
– – 0.06% 195
2018
Q1 		$253K Buy
2,422
+106
+5% +$11.6K 0.06% 204
2017
Q4 		$263K Buy
2,316
+271
+13% +$29.6K 0.06% 203
2017
Q3 		$205K Buy
+2,045
New +$198K 0.05% 221
2017
Q2 		– Sell
-3,584
Closed -$382K – 231
2017
Q1 		$382K Buy
+3,584
New +$384K 0.05% 162

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return