Echo Street Capital Management’s Carlisle Companies CSL Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-1,346	Closed	-$349K	–	107
2023 Q3	$349K	Buy	+1,346	New	+$361K	﹤0.01%	342
2023 Q2	–	Sell	-2,646	Closed	-$598K	–	483
2023 Q1	$598K	Sell	2,646 -1,296	-33%	-$315K	0.01%	219
2022 Q4	$929K	Sell	3,942 -1,068	-21%	-$275K	0.01%	166
2022 Q3	$1.41M	Buy	5,010 +2,164	+76%	+$620K	0.01%	123
2022 Q2	$679K	Buy	2,846 +1,080	+61%	+$269K	0.01%	241
2022 Q1	$434K	Sell	1,766 -735	-29%	-$172K	﹤0.01%	437
2021 Q4	$621K	Buy	+2,501	New	+$574K	﹤0.01%	356
2020 Q3	–	Sell	-13,460	Closed	-$1.61M	–	175
2020 Q2	$1.61M	Buy	+13,460	New	+$1.62M	0.02%	209

Other funds holding CSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 $8.06B AUM 6.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Echo Street Capital Management's CSL Position: Q4 2023 in Review

Echo Street Capital Management sold out of Carlisle Companies (CSL) in Q4 2023, closing a stake of 1,346 shares — an estimated $349K sold.

Echo Street Capital Management first reported a position in CSL in Q2 2020 and held it in 8 quarters. The position peaked at $1.61M in Q2 2020. 601 funds tracked by Wall St. Rank hold CSL as of Q4 2023.

Echo Street Capital Management reported no remaining Carlisle Companies position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 1,346 Carlisle Companies shares in Q4 2023, an estimated $349K.
Echo Street Capital Management first reported a position in Carlisle Companies in Q2 2020 and held it in 8 quarters.
Echo Street Capital Management's Carlisle Companies position peaked at $1.61M in Q2 2020.
601 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.