DI
CSL icon

Disciplined Investments’s Carlisle Companies CSL Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-10
Closed -$2.56K – 433
2023
Q2 		$2.56K Hold
10
– – ﹤0.01% 565
2023
Q1 		$2.26K Sell
10
-1
-9% -$243 ﹤0.01% 622
2022
Q4 		$2.59K Sell
11
-2
-15% -$515 ﹤0.01% 536
2022
Q3 		$4K Hold
13
– – ﹤0.01% 455
2022
Q2 		$3K Buy
13
+2
+18% +$498 ﹤0.01% 531
2022
Q1 		$3K Buy
+11
New +$2.58K ﹤0.01% 561

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Disciplined Investments's CSL Position: Q3 2023 in Review

Disciplined Investments sold out of Carlisle Companies (CSL) in Q3 2023, closing a stake of 10 shares — an estimated $2.56K sold.

Disciplined Investments first reported a position in CSL in Q1 2022 and held it in 6 quarters. The position peaked at $4K in Q3 2022. 565 funds tracked by Wall St. Rank hold CSL as of Q3 2023.

  • Disciplined Investments reported no remaining Carlisle Companies position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 Carlisle Companies shares in Q3 2023, an estimated $2.56K.
  • Disciplined Investments first reported a position in Carlisle Companies in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Carlisle Companies position peaked at $4K in Q3 2022.
  • 565 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.