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Rational Advisors’s Carlisle Companies CSL Stock Holding History

Rational Advisors’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
Q3 		– Sell
-4,584
Closed -$1.09M – 249
2022
Q2 		$1.09M Sell
4,584
-989
-18% -$246K 0.08% 77
2022
Q1 		$1.37M Buy
+5,573
New +$1.31M 0.08% 77
2015
Q3 		$79K Sell
900
-230
-20% -$23K 0.03% 230
2015
Q2 		$113K Buy
+1,130
New +$111K 0.04% 208
2013
Q4 		$117K Sell
1,473
-150
-9% -$11K 0.01% 587
2013
Q3 		$114K Buy
1,623
+10
+0.6% +$674 0.01% 618
2013
Q2 		$101K Buy
+1,613
New +$106K 0.01% 642

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return