Cerity Partners
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Cerity Partners’s Carlisle Companies CSL Stock Holding History

Cerity 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
2025
Q3 		$1.45M Buy
2025
Q2 		$1.64M Buy
2025
Q1 		$1.5M Sell
2024
Q4 		$2.24M Sell
2024
Q3 		$3.13M Buy
2024
Q2 		$1.89M Sell
2024
Q1 		$2.18M Buy
2023
Q4 		$899K Buy