Gradient Investments’s Carlisle Companies CSL Stock Holding History

Gradient 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
2024 Q3	–	Sell	-5	Closed	-$2.03K	–	512
2024 Q2	$2.03K	Buy	+5	New	+$2.01K	﹤0.01%	985

Other funds holding CSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Gradient Investments's CSL Position: Q3 2024 in Review

Gradient Investments sold out of Carlisle Companies (CSL) in Q3 2024, closing a stake of 5 shares — an estimated $2.03K sold.

Gradient Investments first reported a position in CSL in Q2 2024 and held it in 1 quarter. The position peaked at $2.03K in Q2 2024. 744 funds tracked by Wall St. Rank hold CSL as of Q3 2024.

Gradient Investments reported no remaining Carlisle Companies position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 5 Carlisle Companies shares in Q3 2024, an estimated $2.03K.
Gradient Investments first reported a position in Carlisle Companies in Q2 2024 and held it in 1 quarter.
Gradient Investments's Carlisle Companies position peaked at $2.03K in Q2 2024.
744 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.