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LGT Financial Advisors’s Carlisle Companies CSL Stock Holding History

LGT Financial Advisors’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
-101
Closed -$37.3K – 402
2024
Q4 		$37.3K Hold
101
– – 0.08% 190
2024
Q3 		$45.4K Hold
101
– – 0.11% 136
2024
Q2 		$40.9K Hold
101
– – 0.09% 181
2024
Q1 		$39.6K Hold
101
– – 0.05% 254
2023
Q4 		$31.6K Sell
101
-2
-2% -$551 0.04% 264
2023
Q3 		$26.7K Buy
+103
New +$27.6K 0.03% 287

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

LGT Financial Advisors's CSL Position: Q1 2025 in Review

LGT Financial Advisors sold out of Carlisle Companies (CSL) in Q1 2025, closing a stake of 101 shares — an estimated $37.3K sold.

LGT Financial Advisors first reported a position in CSL in Q3 2023 and held it in 6 quarters. The position peaked at $45.4K in Q3 2024. 738 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

  • LGT Financial Advisors reported no remaining Carlisle Companies position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 101 Carlisle Companies shares in Q1 2025, an estimated $37.3K.
  • LGT Financial Advisors first reported a position in Carlisle Companies in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Carlisle Companies position peaked at $45.4K in Q3 2024.
  • 738 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

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