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Jefferies Financial Group’s Carlisle Companies CSL Stock Holding History

Jefferies Financial Group’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
-11,288
Closed -$4.16M – 1681
2024
Q4 		$4.16M Buy
+11,288
New +$4.92M 0.02% 426
2024
Q2 		– Sell
-13,800
Closed -$5.41M – 1491
2024
Q1 		$5.41M Buy
+13,800
New +$4.68M 0.05% 292
2023
Q4 		– Sell
-5,290
Closed -$1.37M – 1751
2023
Q3 		$1.37M Sell
5,290
-8,500
-62% -$2.28M 0.01% 730
2023
Q2 		$3.54M Buy
+13,790
New +$3.06M 0.03% 469

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's CSL Position: Q1 2025 in Review

Jefferies Financial Group sold out of Carlisle Companies (CSL) in Q1 2025, closing a stake of 11,288 shares — an estimated $4.16M sold.

Jefferies Financial Group first reported a position in CSL in Q2 2023 and held it in 4 quarters. The position peaked at $5.41M in Q1 2024. 738 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

  • Jefferies Financial Group reported no remaining Carlisle Companies position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 11,288 Carlisle Companies shares in Q1 2025, an estimated $4.16M.
  • Jefferies Financial Group first reported a position in Carlisle Companies in Q2 2023 and held it in 4 quarters.
  • Jefferies Financial Group's Carlisle Companies position peaked at $5.41M in Q1 2024.
  • 738 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.