Washington Trust Advisors’s Carlisle Companies CSL Stock Holding History

Washington Trust 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	-17	Closed	-$3.84K	–	689
2023 Q1	$3.84K	Sell	17 -2	-11%	-$486	﹤0.01%	650
2022 Q4	$4.48K	Hold	19	–	–	﹤0.01%	623
2022 Q3	$5K	Sell	19 -3	-14%	-$860	﹤0.01%	711
2022 Q2	$5K	Sell	22 -6	-21%	-$1.49K	﹤0.01%	737
2022 Q1	$7K	Hold	28	–	–	﹤0.01%	760
2021 Q4	$7K	Buy	+28	New	+$6.43K	﹤0.01%	785

Other funds holding CSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Washington Trust Advisors's CSL Position: Q2 2023 in Review

Washington Trust Advisors sold out of Carlisle Companies (CSL) in Q2 2023, closing a stake of 17 shares — an estimated $3.84K sold.

Washington Trust Advisors first reported a position in CSL in Q4 2021 and held it in 6 quarters. The position peaked at $7K in Q1 2022. 540 funds tracked by Wall St. Rank hold CSL as of Q2 2023.

Washington Trust Advisors reported no remaining Carlisle Companies position as of Q2 2023 after selling out during the quarter.
Washington Trust Advisors sold 17 Carlisle Companies shares in Q2 2023, an estimated $3.84K.
Washington Trust Advisors first reported a position in Carlisle Companies in Q4 2021 and held it in 6 quarters.
Washington Trust Advisors's Carlisle Companies position peaked at $7K in Q1 2022.
540 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2023.

Based on Washington Trust Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.