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Kapitalo Investimentos’s Carlisle Companies CSL Stock Holding History

Kapitalo Investimentos’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
-474
Closed -$175K – 142
2024
Q4 		$175K Sell
474
-41
-8% -$17.9K 0.12% 105
2024
Q3 		$232K Sell
515
-142
-22% -$58.7K 0.06% 132
2024
Q2 		$266K Buy
+657
New +$265K 0.08% 97
2024
Q1 		– Sell
-35
Closed -$10.9K – 329
2023
Q4 		$10.9K Buy
+35
New +$9.64K ﹤0.01% 504
2023
Q2 		– Sell
-433
Closed -$97.9K – 529
2023
Q1 		$97.9K Buy
+433
New +$105K 0.03% 343

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

Kapitalo Investimentos's CSL Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Carlisle Companies (CSL) in Q1 2025, closing a stake of 474 shares — an estimated $175K sold.

Kapitalo Investimentos first reported a position in CSL in Q1 2023 and held it in 5 quarters. The position peaked at $266K in Q2 2024. 738 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Carlisle Companies position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 474 Carlisle Companies shares in Q1 2025, an estimated $175K.
  • Kapitalo Investimentos first reported a position in Carlisle Companies in Q1 2023 and held it in 5 quarters.
  • Kapitalo Investimentos's Carlisle Companies position peaked at $266K in Q2 2024.
  • 738 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.