Cassady Schiller Wealth Management’s Carlisle Companies CSL Stock Holding History

Cassady Schiller Wealth Management’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	$1.84K	Buy	+5	New	+$2.18K	﹤0.01%	598

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

Cassady Schiller Wealth Management's CSL Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Carlisle Companies (CSL) in Q4 2024: 5 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings.

767 funds tracked by Wall St. Rank hold CSL as of Q4 2024.

Cassady Schiller Wealth Management held 5 shares of Carlisle Companies worth $1.84K as of Q4 2024.
Carlisle Companies was a new Cassady Schiller Wealth Management position in Q4 2024.
Carlisle Companies made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #598 holding.
767 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.