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Financial Gravity Companies’s Carlisle Companies CSL Stock Holding History

Financial Gravity Companies’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
2024
Q4 		$1.84K Hold
5
– – ﹤0.01% 775
2024
Q3 		$2.25K Buy
+5
New +$2.07K ﹤0.01% 496

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Gravity Companies's CSL Position: Q4 2024 in Review

Financial Gravity Companies held its Carlisle Companies (CSL) position steady in Q4 2024 at 5 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Financial Gravity Companies first reported a position in CSL in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.25K in Q3 2024. 767 funds tracked by Wall St. Rank hold CSL as of Q4 2024.

  • Financial Gravity Companies held 5 shares of Carlisle Companies worth $1.84K as of Q4 2024.
  • Financial Gravity Companies left its Carlisle Companies share count unchanged in Q4 2024.
  • Carlisle Companies made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #775 holding.
  • Financial Gravity Companies first reported a position in Carlisle Companies in Q3 2024 and has held it in 2 quarters since.
  • Financial Gravity Companies's Carlisle Companies position peaked at $2.25K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.