Sutton Wealth Advisors’s Carlisle Companies CSL Stock Holding History

Sutton Wealth 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
2023 Q2	–	Sell	-4	Closed	-$904	–	857
2023 Q1	$904	Sell	4 -7	-64%	-$1.7K	﹤0.01%	739
2022 Q4	$2.59K	Buy	11 +4	+57%	+$1.03K	﹤0.01%	1177
2022 Q3	$1.96K	Hold	7	–	–	﹤0.01%	1190
2022 Q2	$1.67K	Hold	7	–	–	﹤0.01%	1204
2022 Q1	$1.72K	Buy	7 +2	+40%	+$469	﹤0.01%	1224
2021 Q4	$1.24K	Buy	+5	New	+$1.15K	﹤0.01%	1278

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Sutton Wealth Advisors's CSL Position: Q2 2023 in Review

Sutton Wealth Advisors sold out of Carlisle Companies (CSL) in Q2 2023, closing a stake of 4 shares — an estimated $904 sold.

Sutton Wealth Advisors first reported a position in CSL in Q4 2021 and held it in 6 quarters. The position peaked at $2.59K in Q4 2022. 541 funds tracked by Wall St. Rank hold CSL as of Q2 2023.

Sutton Wealth Advisors reported no remaining Carlisle Companies position as of Q2 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 4 Carlisle Companies shares in Q2 2023, an estimated $904.
Sutton Wealth Advisors first reported a position in Carlisle Companies in Q4 2021 and held it in 6 quarters.
Sutton Wealth Advisors's Carlisle Companies position peaked at $2.59K in Q4 2022.
541 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2023.

Based on Sutton Wealth Advisors's 13F filing for Q2 2023, filed 8 Nov 2023.