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IQ EQ Fund Management’s Carlisle Companies CSL Stock Holding History

IQ EQ Fund 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
2024
Q4 		– Sell
-2,506
Closed -$1.13M – 314
2024
Q3 		$1.13M Hold
2,506
– – 0.12% 209
2024
Q2 		$1.02M Sell
2,506
-1,373
-35% -$553K 0.12% 199
2024
Q1 		$1.52M Sell
3,879
-73
-2% -$24.8K 0.17% 146
2023
Q4 		$1.23M Buy
+3,952
New +$1.09M 0.15% 183

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

IQ EQ Fund Management's CSL Position: Q4 2024 in Review

IQ EQ Fund Management sold out of Carlisle Companies (CSL) in Q4 2024, closing a stake of 2,506 shares — an estimated $1.13M sold.

IQ EQ Fund Management first reported a position in CSL in Q4 2023 and held it in 4 quarters. The position peaked at $1.52M in Q1 2024. 767 funds tracked by Wall St. Rank hold CSL as of Q4 2024.

  • IQ EQ Fund Management reported no remaining Carlisle Companies position as of Q4 2024 after selling out during the quarter.
  • IQ EQ Fund Management sold 2,506 Carlisle Companies shares in Q4 2024, an estimated $1.13M.
  • IQ EQ Fund Management first reported a position in Carlisle Companies in Q4 2023 and held it in 4 quarters.
  • IQ EQ Fund Management's Carlisle Companies position peaked at $1.52M in Q1 2024.
  • 767 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2024.

Based on IQ EQ Fund Management's 13F filing for Q4 2024, filed 12 Feb 2025.