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SYSTM Wealth Solutions’s Carlisle Companies CSL Stock Holding History

SYSTM Wealth 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
2023
Q3 		– Sell
-861
Closed -$221K – 468
2023
Q2 		$221K Sell
861
-241
-22% -$53.4K 0.03% 441
2023
Q1 		$249K Buy
1,102
+28
+3% +$6.81K 0.04% 412
2022
Q4 		$253K Buy
+1,074
New +$276K 0.03% 466

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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

SYSTM Wealth Solutions's CSL Position: Q3 2023 in Review

SYSTM Wealth Solutions sold out of Carlisle Companies (CSL) in Q3 2023, closing a stake of 861 shares — an estimated $221K sold.

SYSTM Wealth Solutions first reported a position in CSL in Q4 2022 and held it in 3 quarters. The position peaked at $253K in Q4 2022. 565 funds tracked by Wall St. Rank hold CSL as of Q3 2023.

  • SYSTM Wealth Solutions reported no remaining Carlisle Companies position as of Q3 2023 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 861 Carlisle Companies shares in Q3 2023, an estimated $221K.
  • SYSTM Wealth Solutions first reported a position in Carlisle Companies in Q4 2022 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Carlisle Companies position peaked at $253K in Q4 2022.
  • 565 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2023, filed 14 Nov 2023.