WIM
CSL icon

Wilen Investment Management’s Carlisle Companies CSL Stock Holding History

Wilen Investment 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
2022
Q3 		$98K Hold
350
– – 0.1% 63
2022
Q2 		$83K Hold
350
– – 0.07% 65
2022
Q1 		$86K Hold
350
– – 0.06% 68
2021
Q4 		$86K Sell
350
-75
-18% -$17.2K 0.07% 67
2021
Q3 		$84K Buy
+425
New +$85.8K 0.07% 66
2021
Q1 		– Sell
-525
Closed -$82K – 62
2020
Q4 		$82K Buy
+525
New +$73.8K 0.08% 66

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Wilen Investment Management's CSL Position: Q3 2022 in Review

Wilen Investment Management held its Carlisle Companies (CSL) position steady in Q3 2022 at 350 shares worth $98K. The position accounts for 0.1% of the portfolio, ranked #63.

Wilen Investment Management first reported a position in CSL in Q4 2020 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold CSL as of Q3 2022.

  • Wilen Investment Management held 350 shares of Carlisle Companies worth $98K as of Q3 2022.
  • Wilen Investment Management left its Carlisle Companies share count unchanged in Q3 2022.
  • Carlisle Companies made up 0.1% of Wilen Investment Management's portfolio in Q3 2022, its #63 holding.
  • Wilen Investment Management first reported a position in Carlisle Companies in Q4 2020 and has held it in 6 quarters since.
  • 583 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2022.

Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.