Altshuler Shaham’s Carlisle Companies CSL Stock Holding History

Altshuler Shaham’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
2026 Q1	$3.67K	Buy	+11	New	+$4K	﹤0.01%	369
2025 Q4	–	Sell	-11	Closed	-$3.62K	–	418
2025 Q3	$3.62K	Hold	11	–	–	﹤0.01%	327
2025 Q2	$4.11K	Buy	+11	New	+$4.08K	﹤0.01%	272
2025 Q1	–	Sell	-10	Closed	-$3.69K	–	335
2024 Q4	$3.69K	Buy	10 +1	+11%	+$436	﹤0.01%	324
2024 Q3	$4.05K	Hold	9	–	–	﹤0.01%	239
2024 Q2	$3.65K	Sell	9 -1	-10%	-$403	﹤0.01%	240
2024 Q1	$3.92K	Buy	+10	New	+$3.39K	﹤0.01%	231
2022 Q4	–	Sell	-114	Closed	-$32K	–	485
2022 Q3	$32K	Buy	114 +14	+14%	+$4.01K	﹤0.01%	302
2022 Q2	$24K	Sell	100 -82	-45%	-$20.4K	﹤0.01%	381
2022 Q1	$45K	Buy	182 +8	+5%	+$1.88K	﹤0.01%	381
2021 Q4	$43K	Buy	+174	New	+$40K	﹤0.01%	462
2020 Q2	–	Sell	-6	Closed	-$1K	–	397
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	396
2019 Q4	$1K	Buy	6 +4	+200%	+$617	﹤0.01%	434
2019 Q3	$0	Buy	+2	New	+$281	﹤0.01%	447

Other funds holding CSL

BlackRock New York $5.7T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Franklin Resources

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management

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