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Householder Group Estate & Retirement Specialist’s Carlisle Companies CSL Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-120
Closed -$54K – 670
2024
Q3 		$54K Hold
120
– – 0.02% 470
2024
Q2 		$48K Buy
+120
New +$48.3K 0.01% 484

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

Householder Group Estate & Retirement Specialist's CSL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Carlisle Companies (CSL) in Q4 2024, closing a stake of 120 shares — an estimated $54K sold.

Householder Group Estate & Retirement Specialist first reported a position in CSL in Q2 2024 and held it in 2 quarters. The position peaked at $54K in Q3 2024. 767 funds tracked by Wall St. Rank hold CSL as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Carlisle Companies position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 120 Carlisle Companies shares in Q4 2024, an estimated $54K.
  • Householder Group Estate & Retirement Specialist first reported a position in Carlisle Companies in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Carlisle Companies position peaked at $54K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.