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Castleview Partners’s Carlisle Companies CSL Stock Holding History

Castleview Partners’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
-1
Closed -$405 – 616
2024
Q2 		$405 Sell
1
-3
-75% -$1.21K ﹤0.01% 858
2024
Q1 		$1.57K Hold
4
– – ﹤0.01% 761
2023
Q4 		$1.25K Sell
4
-2
-33% -$551 ﹤0.01% 749
2023
Q3 		$1.56K Sell
6
-1
-14% -$268 ﹤0.01% 576
2023
Q2 		$1.8K Hold
7
– – ﹤0.01% 593
2023
Q1 		$1.58K Hold
7
– – ﹤0.01% 580
2022
Q4 		$1.65K Buy
+7
New +$1.8K ﹤0.01% 522

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

Castleview Partners's CSL Position: Q3 2024 in Review

Castleview Partners sold out of Carlisle Companies (CSL) in Q3 2024, closing a stake of 1 share — an estimated $405 sold.

Castleview Partners first reported a position in CSL in Q4 2022 and held it in 7 quarters. The position peaked at $1.8K in Q2 2023. 745 funds tracked by Wall St. Rank hold CSL as of Q3 2024.

  • Castleview Partners reported no remaining Carlisle Companies position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 1 Carlisle Companies share in Q3 2024, an estimated $405.
  • Castleview Partners first reported a position in Carlisle Companies in Q4 2022 and held it in 7 quarters.
  • Castleview Partners's Carlisle Companies position peaked at $1.8K in Q2 2023.
  • 745 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.