RMR Wealth Builders’s Carlisle Companies CSL Stock Holding History

RMR Wealth Builders’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 Q3	–	Sell	-2	Closed	–	–	277
2020 Q2	$0	Buy	+2	New	+$240	﹤0.01%	439

Other funds holding CSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RMR Wealth Builders's CSL Position: Q3 2020 in Review

RMR Wealth Builders sold out of Carlisle Companies (CSL) in Q3 2020, closing a stake of 2 shares.

RMR Wealth Builders first reported a position in CSL in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 392 funds tracked by Wall St. Rank hold CSL as of Q3 2020.

RMR Wealth Builders reported no remaining Carlisle Companies position as of Q3 2020 after selling out during the quarter.
RMR Wealth Builders sold 2 Carlisle Companies shares in Q3 2020.
RMR Wealth Builders first reported a position in Carlisle Companies in Q2 2020 and held it in 1 quarter.
RMR Wealth Builders's Carlisle Companies position peaked at $0 in Q2 2020.
392 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2020.

Based on RMR Wealth Builders's 13F filing for Q3 2020, filed 13 Nov 2020.