Trust Company of Vermont’s Carlisle Companies CSL Stock Holding History

Trust Company of Vermont’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	-100	Closed	-$22.6K	–	840
2023 Q1	$22.6K	Hold	100	–	–	﹤0.01%	585
2022 Q4	$23.6K	Hold	100	–	–	﹤0.01%	560
2022 Q3	$28K	Hold	100	–	–	﹤0.01%	556
2022 Q2	$24K	Buy	+100	New	+$24.9K	﹤0.01%	557
2022 Q1	–	Sell	-100	Closed	-$25K	–	402
2021 Q4	$25K	Buy	+100	New	+$23K	﹤0.01%	558
2021 Q3	–	Sell	-20	Closed	-$4K	–	396
2021 Q2	$4K	Buy	+20	New	+$3.72K	﹤0.01%	704

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

Trust Company of Vermont's CSL Position: Q2 2023 in Review

Trust Company of Vermont sold out of Carlisle Companies (CSL) in Q2 2023, closing a stake of 100 shares — an estimated $22.6K sold.

Trust Company of Vermont first reported a position in CSL in Q2 2021 and held it in 6 quarters. The position peaked at $28K in Q3 2022. 541 funds tracked by Wall St. Rank hold CSL as of Q2 2023.

Trust Company of Vermont reported no remaining Carlisle Companies position as of Q2 2023 after selling out during the quarter.
Trust Company of Vermont sold 100 Carlisle Companies shares in Q2 2023, an estimated $22.6K.
Trust Company of Vermont first reported a position in Carlisle Companies in Q2 2021 and held it in 6 quarters.
Trust Company of Vermont's Carlisle Companies position peaked at $28K in Q3 2022.
541 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2023.

Based on Trust Company of Vermont's 13F filing for Q2 2023, filed 17 Jul 2023.