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Alta Advisers’s Carlisle Companies CSL Stock Holding History

Alta Advisers’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
Q3 		– Sell
-200
Closed -$81K – 423
2024
Q2 		$81K Hold
200
– – 0.04% 304
2024
Q1 		$78.4K Hold
200
– – 0.04% 316
2023
Q4 		$62.5K Hold
200
– – 0.03% 356
2023
Q3 		$51.9K Hold
200
– – 0.03% 370
2023
Q2 		$51.3K Hold
200
– – 0.03% 373
2023
Q1 		$45.2K Hold
200
– – 0.03% 375
2022
Q4 		$47K Hold
200
– – 0.03% 372
2022
Q3 		$56K Buy
+200
New +$57.3K 0.04% 356

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alta Advisers's CSL Position: Q3 2024 in Review

Alta Advisers sold out of Carlisle Companies (CSL) in Q3 2024, closing a stake of 200 shares — an estimated $81K sold.

Alta Advisers first reported a position in CSL in Q3 2022 and held it in 8 quarters. The position peaked at $81K in Q2 2024. 745 funds tracked by Wall St. Rank hold CSL as of Q3 2024.

  • Alta Advisers reported no remaining Carlisle Companies position as of Q3 2024 after selling out during the quarter.
  • Alta Advisers sold 200 Carlisle Companies shares in Q3 2024, an estimated $81K.
  • Alta Advisers first reported a position in Carlisle Companies in Q3 2022 and held it in 8 quarters.
  • Alta Advisers's Carlisle Companies position peaked at $81K in Q2 2024.
  • 745 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2024.

Based on Alta Advisers's 13F filing for Q3 2024, filed 8 Nov 2024.