EFG Asset Management (Americas)’s Carlisle Companies CSL Stock Holding History

EFG Asset Management (Americas)’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	$842K	Sell	2,559 -4,476	-64%	-$1.71M	0.15%	122
2025 Q2	$2.63M	Buy	7,035 +664	+10%	+$247K	0.48%	64
2025 Q1	$2.17M	Sell	6,371 -942	-13%	-$338K	0.44%	71
2024 Q4	$2.7M	Buy	7,313 +1,206	+20%	+$526K	0.52%	63
2024 Q3	$2.75M	Buy	6,107 +173	+3%	+$71.6K	0.54%	62
2024 Q2	$2.4M	Buy	5,934 +3,215	+118%	+$1.3M	0.47%	64
2024 Q1	$1.07M	Buy	+2,719	New	+$923K	0.32%	86

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

EFG Asset Management (Americas)'s CSL Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its Carlisle Companies (CSL) stake by 64% in Q3 2025, selling an estimated $1.71M and leaving 2,559 shares worth $842K. The position accounts for 0.15% of the portfolio, ranked #122.

EFG Asset Management (Americas) first reported a position in CSL in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.75M in Q3 2024. 752 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

EFG Asset Management (Americas) held 2,559 shares of Carlisle Companies worth $842K as of Q3 2025.
EFG Asset Management (Americas) sold 4,476 Carlisle Companies shares in Q3 2025, an estimated $1.71M.
Carlisle Companies made up 0.15% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #122 holding.
EFG Asset Management (Americas) first reported a position in Carlisle Companies in Q1 2024 and has held it in 7 quarters since.
EFG Asset Management (Americas)'s Carlisle Companies position peaked at $2.75M in Q3 2024.
752 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.