Aaron Wealth Advisors’s Carlisle Companies CSL Stock Holding History

Aaron Wealth 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
2024 Q4	–	Sell	-502	Closed	-$226K	–	459
2024 Q3	$226K	Buy	+502	New	+$208K	0.03%	381

Other funds holding CSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aaron Wealth Advisors's CSL Position: Q4 2024 in Review

Aaron Wealth Advisors sold out of Carlisle Companies (CSL) in Q4 2024, closing a stake of 502 shares — an estimated $226K sold.

Aaron Wealth Advisors first reported a position in CSL in Q3 2024 and held it in 1 quarter. The position peaked at $226K in Q3 2024. 767 funds tracked by Wall St. Rank hold CSL as of Q4 2024.

Aaron Wealth Advisors reported no remaining Carlisle Companies position as of Q4 2024 after selling out during the quarter.
Aaron Wealth Advisors sold 502 Carlisle Companies shares in Q4 2024, an estimated $226K.
Aaron Wealth Advisors first reported a position in Carlisle Companies in Q3 2024 and held it in 1 quarter.
Aaron Wealth Advisors's Carlisle Companies position peaked at $226K in Q3 2024.
767 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2024.

Based on Aaron Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.