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Wilbanks Smith & Thomas Asset Management’s Carlisle Companies CSL Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q1 		$238K Buy
+608
New +$206K 0.01% 486
2022
Q1 		– Sell
-871
Closed -$216K – 509
2021
Q4 		$216K Buy
+871
New +$200K 0.01% 478
2018
Q4 		– Sell
-150
Closed -$18K – 550
2018
Q3 		$18K Buy
+150
New +$18.3K ﹤0.01% 910

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's CSL Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management opened a new position in Carlisle Companies (CSL) in Q1 2024: 608 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: Wilbanks Smith & Thomas Asset Management previously reported a position in CSL as recently as Q4 2021.

Wilbanks Smith & Thomas Asset Management first reported a position in CSL in Q3 2018 and has held it in 3 quarters since. 662 funds tracked by Wall St. Rank hold CSL as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 608 shares of Carlisle Companies worth $238K as of Q1 2024.
  • Carlisle Companies was a new Wilbanks Smith & Thomas Asset Management position in Q1 2024.
  • Carlisle Companies made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #486 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Carlisle Companies in Q3 2018 and has held it in 3 quarters since.
  • 662 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.