Washington Trust’s Carlisle Companies CSL Stock Holding History

Washington Trust’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
2025 Q2	–	Sell	-100	Closed	-$34K	–	355
2025 Q1	$34K	Hold	100	–	–	﹤0.01%	460
2024 Q4	$36.9K	Hold	100	–	–	﹤0.01%	484
2024 Q3	$45K	Hold	100	–	–	﹤0.01%	468
2024 Q2	$40.5K	Hold	100	–	–	﹤0.01%	472
2024 Q1	$39.2K	Hold	100	–	–	﹤0.01%	483
2023 Q4	$31.2K	Hold	100	–	–	﹤0.01%	489
2023 Q3	$25.9K	Hold	100	–	–	﹤0.01%	497
2023 Q2	$25.7K	Hold	100	–	–	﹤0.01%	529
2023 Q1	$22.6K	Hold	100	–	–	﹤0.01%	540
2022 Q4	$23.6K	Hold	100	–	–	﹤0.01%	526
2022 Q3	$28K	Hold	100	–	–	﹤0.01%	484
2022 Q2	$24K	Hold	100	–	–	﹤0.01%	523
2022 Q1	$25K	Hold	100	–	–	﹤0.01%	536
2021 Q4	$25K	Hold	100	–	–	﹤0.01%	543
2021 Q3	$20K	Hold	100	–	–	﹤0.01%	687
2021 Q2	$19K	Hold	100	–	–	﹤0.01%	699
2021 Q1	$16K	Hold	100	–	–	﹤0.01%	701
2020 Q4	$16K	Hold	100	–	–	﹤0.01%	692
2020 Q3	$12K	Hold	100	–	–	﹤0.01%	700
2020 Q2	$12K	Hold	100	–	–	﹤0.01%	631
2020 Q1	$13K	Buy	+100	New	+$14.8K	﹤0.01%	622

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

JP Morgan Chase

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return