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Simplicity Solutions’s Carlisle Companies CSL Stock Holding History

Simplicity Solutions’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
Q4 		– Sell
-1,132
Closed -$317K – 679
2022
Q3 		$317K Buy
1,132
+114
+11% +$32.7K 0.05% 442
2022
Q2 		$243K Buy
+1,018
New +$254K 0.03% 499

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Simplicity Solutions's CSL Position: Q4 2022 in Review

Simplicity Solutions sold out of Carlisle Companies (CSL) in Q4 2022, closing a stake of 1,132 shares — an estimated $317K sold.

Simplicity Solutions first reported a position in CSL in Q2 2022 and held it in 2 quarters. The position peaked at $317K in Q3 2022. 578 funds tracked by Wall St. Rank hold CSL as of Q4 2022.

  • Simplicity Solutions reported no remaining Carlisle Companies position as of Q4 2022 after selling out during the quarter.
  • Simplicity Solutions sold 1,132 Carlisle Companies shares in Q4 2022, an estimated $317K.
  • Simplicity Solutions first reported a position in Carlisle Companies in Q2 2022 and held it in 2 quarters.
  • Simplicity Solutions's Carlisle Companies position peaked at $317K in Q3 2022.
  • 578 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2022.

Based on Simplicity Solutions's 13F filing for Q4 2022, filed 2 Feb 2023.