Atwood & Palmer’s Carlisle Companies CSL Stock Holding History

Atwood & Palmer’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
2025 Q1	–	Sell	-23	Closed	-$8.48K	–	452
2024 Q4	$8.48K	Buy	+23	New	+$10K	﹤0.01%	351

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

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

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

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

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

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

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

Atwood & Palmer's CSL Position: Q1 2025 in Review

Atwood & Palmer sold out of Carlisle Companies (CSL) in Q1 2025, closing a stake of 23 shares — an estimated $8.48K sold.

Atwood & Palmer first reported a position in CSL in Q4 2024 and held it in 1 quarter. The position peaked at $8.48K in Q4 2024. 738 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

Atwood & Palmer reported no remaining Carlisle Companies position as of Q1 2025 after selling out during the quarter.
Atwood & Palmer sold 23 Carlisle Companies shares in Q1 2025, an estimated $8.48K.
Atwood & Palmer first reported a position in Carlisle Companies in Q4 2024 and held it in 1 quarter.
Atwood & Palmer's Carlisle Companies position peaked at $8.48K in Q4 2024.
738 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.