Cumberland Partners’s Carlisle Companies CSL Stock Holding History

Cumberland 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 Q1	–	Sell	-1,500	Closed	-$553K	–	175
2024 Q4	$553K	Buy	+1,500	New	+$654K	0.04%	145

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

Cumberland Partners's CSL Position: Q1 2025 in Review

Cumberland Partners sold out of Carlisle Companies (CSL) in Q1 2025, closing a stake of 1,500 shares — an estimated $553K sold.

Cumberland Partners first reported a position in CSL in Q4 2024 and held it in 1 quarter. The position peaked at $553K in Q4 2024. 738 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

Cumberland Partners reported no remaining Carlisle Companies position as of Q1 2025 after selling out during the quarter.
Cumberland Partners sold 1,500 Carlisle Companies shares in Q1 2025, an estimated $553K.
Cumberland Partners first reported a position in Carlisle Companies in Q4 2024 and held it in 1 quarter.
Cumberland Partners's Carlisle Companies position peaked at $553K in Q4 2024.
738 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on Cumberland Partners's 13F filing for Q1 2025, filed 9 May 2025.