Hillsdale Investment Management’s Carlisle Companies CSL Stock Holding History

Hillsdale Investment 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
2025 Q1	–	Sell	-1,440	Closed	-$531K	–	615
2024 Q4	$531K	Sell	1,440 -400	-22%	-$174K	0.03%	350
2024 Q3	$828K	Buy	1,840 +300	+19%	+$124K	0.06%	249
2024 Q2	$624K	Buy	+1,540	New	+$620K	0.05%	265
2022 Q3	–	Sell	-60	Closed	-$14K	–	556
2022 Q2	$14K	Sell	60 -2,200	-97%	-$548K	﹤0.01%	481
2022 Q1	$556K	Sell	2,260 -500	-18%	-$117K	0.04%	358
2021 Q4	$685K	Sell	2,760 -400	-13%	-$91.9K	0.05%	319
2021 Q3	$628K	Buy	+3,160	New	+$638K	0.05%	342
2019 Q4	–	Sell	-3,610	Closed	-$526K	–	596
2019 Q3	$526K	Hold	3,610	–	–	0.05%	324
2019 Q2	$506K	Buy	+3,610	New	+$486K	0.05%	336

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

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

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

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

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

Hillsdale Investment Management's CSL Position: Q1 2025 in Review

Hillsdale Investment Management sold out of Carlisle Companies (CSL) in Q1 2025, closing a stake of 1,440 shares — an estimated $531K sold.

Hillsdale Investment Management first reported a position in CSL in Q2 2019 and held it in 9 quarters. The position peaked at $828K in Q3 2024. 738 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

Hillsdale Investment Management reported no remaining Carlisle Companies position as of Q1 2025 after selling out during the quarter.
Hillsdale Investment Management sold 1,440 Carlisle Companies shares in Q1 2025, an estimated $531K.
Hillsdale Investment Management first reported a position in Carlisle Companies in Q2 2019 and held it in 9 quarters.
Hillsdale Investment Management's Carlisle Companies position peaked at $828K in Q3 2024.
738 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on Hillsdale Investment Management's 13F filing for Q1 2025, filed 9 May 2025.