SIM
CSL icon

Sonora Investment Management’s Carlisle Companies CSL Stock Holding History

Sonora Investment Management’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
-29
Closed -$3K – 1789
2020
Q2 		$3K Buy
+29
New +$3.49K ﹤0.01% 1501

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sonora Investment Management's CSL Position: Q3 2020 in Review

Sonora Investment Management sold out of Carlisle Companies (CSL) in Q3 2020, closing a stake of 29 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in CSL in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 391 funds tracked by Wall St. Rank hold CSL as of Q3 2020.

  • Sonora Investment Management reported no remaining Carlisle Companies position as of Q3 2020 after selling out during the quarter.
  • Sonora Investment Management sold 29 Carlisle Companies shares in Q3 2020, an estimated $3K.
  • Sonora Investment Management first reported a position in Carlisle Companies in Q2 2020 and held it in 1 quarter.
  • Sonora Investment Management's Carlisle Companies position peaked at $3K in Q2 2020.
  • 391 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2020.

Based on Sonora Investment Management's 13F filing for Q3 2020, filed 26 Oct 2020.