ZIG
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Zullo Investment Group’s Carlisle Companies CSL Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-24
Closed -$5.66K – 254
2022
Q4 		$5.66K Hold
24
– – ﹤0.01% 582
2022
Q3 		$7K Hold
24
– – ﹤0.01% 532
2022
Q2 		$6K Hold
24
– – ﹤0.01% 579
2022
Q1 		$6K Hold
24
– – ﹤0.01% 613
2021
Q4 		$6K Buy
+24
New +$5.51K ﹤0.01% 619

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zullo Investment Group's CSL Position: Q1 2023 in Review

Zullo Investment Group sold out of Carlisle Companies (CSL) in Q1 2023, closing a stake of 24 shares — an estimated $5.66K sold.

Zullo Investment Group first reported a position in CSL in Q4 2021 and held it in 5 quarters. The position peaked at $7K in Q3 2022. 549 funds tracked by Wall St. Rank hold CSL as of Q1 2023.

  • Zullo Investment Group reported no remaining Carlisle Companies position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 24 Carlisle Companies shares in Q1 2023, an estimated $5.66K.
  • Zullo Investment Group first reported a position in Carlisle Companies in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Carlisle Companies position peaked at $7K in Q3 2022.
  • 549 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.