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Wipfli Financial Advisors’s Carlisle Companies CSL Stock Holding History

Wipfli Financial 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
2022
Q3 		$138K Buy
+492
New +$141K 0.01% 583

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 $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 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

Wipfli Financial Advisors's CSL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Carlisle Companies (CSL) in Q3 2022: 492 shares worth $138K. The stake represents 0.01% of the portfolio and ranks #583 among its holdings.

583 funds tracked by Wall St. Rank hold CSL as of Q3 2022.

  • Wipfli Financial Advisors held 492 shares of Carlisle Companies worth $138K as of Q3 2022.
  • Carlisle Companies was a new Wipfli Financial Advisors position in Q3 2022.
  • Carlisle Companies made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #583 holding.
  • 583 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.