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Yorktown Management & Research Company’s Carlisle Companies CSL Stock Holding History

Yorktown Management & Research Company’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
2020
Q2 		– Sell
-1,800
Closed -$226K – 266
2020
Q1 		$226K Hold
1,800
– – 0.23% 193
2019
Q4 		$291K Hold
1,800
– – 0.16% 199
2019
Q3 		$262K Buy
+1,800
New +$253K 0.14% 210

Other funds holding CSL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Yorktown Management & Research Company's CSL Position: Q2 2020 in Review

Yorktown Management & Research Company sold out of Carlisle Companies (CSL) in Q2 2020, closing a stake of 1,800 shares — an estimated $226K sold.

Yorktown Management & Research Company first reported a position in CSL in Q3 2019 and held it in 3 quarters. The position peaked at $291K in Q4 2019. 400 funds tracked by Wall St. Rank hold CSL as of Q2 2020.

  • Yorktown Management & Research Company reported no remaining Carlisle Companies position as of Q2 2020 after selling out during the quarter.
  • Yorktown Management & Research Company sold 1,800 Carlisle Companies shares in Q2 2020, an estimated $226K.
  • Yorktown Management & Research Company first reported a position in Carlisle Companies in Q3 2019 and held it in 3 quarters.
  • Yorktown Management & Research Company's Carlisle Companies position peaked at $291K in Q4 2019.
  • 400 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2020.

Based on Yorktown Management & Research Company's 13F filing for Q2 2020, filed 11 Aug 2020.