Washington Trust Bank’s Carlisle Companies CSL Stock Holding History

Washington Trust Bank’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
2024 Q4	–	Sell	-450	Closed	-$202K	–	217
2024 Q3	$202K	Buy	+450	New	+$186K	0.02%	217
2019 Q2	–	Sell	-900	Closed	-$110K	–	266
2019 Q1	$110K	Hold	900	–	–	0.02%	248
2018 Q4	$90K	Sell	900 -100	-10%	-$10.3K	0.01%	272
2018 Q3	$122K	Hold	1,000	–	–	0.02%	263
2018 Q2	$108K	Hold	1,000	–	–	0.02%	291
2018 Q1	$104K	Hold	1,000	–	–	0.01%	297
2017 Q4	$114K	Hold	1,000	–	–	0.02%	294
2017 Q3	$100K	Hold	1,000	–	–	0.02%	308
2017 Q2	$95K	Hold	1,000	–	–	0.02%	286
2017 Q1	$106K	Sell	1,000 -7	-0.7%	-$751	0.02%	280
2016 Q4	$111K	Sell	1,007 -200	-17%	-$21.8K	0.03%	273
2016 Q3	$124K	Buy	1,207 +7	+0.6%	+$731	0.03%	244
2016 Q2	$127K	Sell	1,200 -300	-20%	-$30.5K	0.03%	226
2016 Q1	$149K	Hold	1,500	–	–	0.04%	208
2015 Q4	$133K	Hold	1,500	–	–	0.03%	242
2015 Q3	$131K	Hold	1,500	–	–	0.03%	250
2015 Q2	$150K	Hold	1,500	–	–	0.04%	235
2015 Q1	$139K	Hold	1,500	–	–	0.03%	259
2014 Q4	$135K	Hold	1,500	–	–	0.04%	288
2014 Q3	$121K	Hold	1,500	–	–	0.04%	304
2014 Q2	$130K	Hold	1,500	–	–	0.03%	316
2014 Q1	$119K	Buy	+1,500	New	+$117K	0.03%	330

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 $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Washington Trust Bank's CSL Position: Q4 2024 in Review

Washington Trust Bank sold out of Carlisle Companies (CSL) in Q4 2024, closing a stake of 450 shares — an estimated $202K sold.

Washington Trust Bank first reported a position in CSL in Q1 2014 and held it in 22 quarters. The position peaked at $202K in Q3 2024. 769 funds tracked by Wall St. Rank hold CSL as of Q4 2024.

Washington Trust Bank reported no remaining Carlisle Companies position as of Q4 2024 after selling out during the quarter.
Washington Trust Bank sold 450 Carlisle Companies shares in Q4 2024, an estimated $202K.
Washington Trust Bank first reported a position in Carlisle Companies in Q1 2014 and held it in 22 quarters.
Washington Trust Bank's Carlisle Companies position peaked at $202K in Q3 2024.
769 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2024.

Based on Washington Trust Bank's 13F filing for Q4 2024, filed 11 Feb 2025.