Financial Avengers’s Carlisle Companies CSL Stock Holding History

Financial Avengers’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 Q2	–	Sell	-11	Closed	-$3.87K	–	143
2025 Q1	$3.87K	Hold	11	–	–	﹤0.01%	135
2024 Q4	$4.19K	Hold	11	–	–	﹤0.01%	141
2024 Q3	$5.1K	Hold	11	–	–	﹤0.01%	152
2024 Q2	$4.59K	Hold	11	–	–	﹤0.01%	132
2024 Q1	$4.45K	Hold	11	–	–	﹤0.01%	123
2023 Q4	$3.52K	Hold	11	–	–	﹤0.01%	145
2023 Q3	$2.91K	Hold	11	–	–	﹤0.01%	147
2023 Q2	$2.87K	Hold	11	–	–	﹤0.01%	131
2023 Q1	$2.52K	Hold	11	–	–	﹤0.01%	135
2022 Q4	$2.62K	Hold	11	–	–	﹤0.01%	138
2022 Q3	$3K	Hold	11	–	–	﹤0.01%	126
2022 Q2	$3K	Hold	11	–	–	﹤0.01%	133
2022 Q1	$3K	Hold	11	–	–	﹤0.01%	136
2021 Q4	$3K	Hold	11	–	–	﹤0.01%	142
2021 Q3	$2K	Hold	11	–	–	﹤0.01%	144
2021 Q2	$2K	Hold	11	–	–	﹤0.01%	146
2021 Q1	$2K	Hold	11	–	–	﹤0.01%	149
2020 Q4	$2K	Buy	+11	New	+$1.54K	﹤0.01%	152

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

JP Morgan Chase

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

Allspring Global Investments

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources

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

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

Geode Capital Management

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