West Paces Advisors’s Carlisle Companies CSL Stock Holding History

West Paces 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
2024 Q3	–	Sell	-16	Closed	-$6.48K	–	555
2024 Q2	$6.48K	Hold	16	–	–	﹤0.01%	377
2024 Q1	$6.27K	Buy	+16	New	+$5.43K	﹤0.01%	391
2023 Q3	–	Sell	-80	Closed	-$20.5K	–	535
2023 Q2	$20.5K	Sell	80 -110	-58%	-$24.4K	0.01%	307
2023 Q1	$43K	Sell	190 -85	-31%	-$20.7K	0.01%	238
2022 Q4	$64.8K	Buy	275 +80	+41%	+$20.6K	0.02%	202
2022 Q3	$54.7K	Hold	195	–	–	0.02%	208
2022 Q2	$46.5K	Buy	195 +85	+77%	+$21.2K	0.02%	219
2022 Q1	$27.1K	Buy	+110	New	+$25.8K	0.01%	277
2020 Q2	–	Sell	-73	Closed	-$9.14K	–	441
2020 Q1	$9.14K	Buy	+73	New	+$10.8K	0.01%	312

Other funds holding CSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Franklin Resources

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

Allspring Global Investments

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

JP Morgan Chase

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

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Fidelity Investments

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