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Steward Financial Group’s Carlisle Companies CSL Stock Holding History

Steward Financial 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
2023
Q3 		$8K Buy
+31
New +$8.31K ﹤0.01% 433
2022
Q3 		– Sell
-24
Closed -$5K – 370
2022
Q2 		$5K Buy
+24
New +$5.98K ﹤0.01% 325

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Steward Financial Group's CSL Position: Q3 2023 in Review

Steward Financial Group opened a new position in Carlisle Companies (CSL) in Q3 2023: 31 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CSL as recently as Q2 2022.

Steward Financial Group first reported a position in CSL in Q2 2022 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold CSL as of Q3 2023.

  • Steward Financial Group held 31 shares of Carlisle Companies worth $8K as of Q3 2023.
  • Carlisle Companies was a new Steward Financial Group position in Q3 2023.
  • Carlisle Companies made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #433 holding.
  • Steward Financial Group first reported a position in Carlisle Companies in Q2 2022 and has held it in 2 quarters since.
  • 565 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.