LifeGuide Financial Advisors’s Carlisle Companies CSL Stock Holding History

LifeGuide 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	-843	Closed	-$311K	–	41
2024 Q4	$311K	Sell	843 -391	-32%	-$170K	0.13%	35
2024 Q3	$555K	Hold	1,234	–	–	0.24%	26
2024 Q2	$500K	Sell	1,234 -221	-15%	-$89K	0.24%	27
2024 Q1	$570K	Sell	1,455 -87	-6%	-$29.5K	0.29%	27
2023 Q4	$482K	Sell	1,542 -63	-4%	-$17.4K	0.25%	31
2023 Q3	$416K	Hold	1,605	–	–	0.24%	29
2023 Q2	$412K	Hold	1,605	–	–	0.28%	28
2023 Q1	$363K	Hold	1,605	–	–	0.29%	24
2022 Q4	$378K	Sell	1,605 -1	-0.1%	-$257	0.33%	21
2022 Q3	$450K	Buy	1,606 +424	+36%	+$122K	0.44%	18
2022 Q2	$282K	Sell	1,182 -2,216	-65%	-$552K	0.26%	23
2022 Q1	$836K	Hold	3,398	–	–	0.65%	15
2021 Q4	$843K	Buy	+3,398	New	+$780K	0.63%	14

Other funds holding CSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LifeGuide Financial Advisors sold out of Carlisle Companies (CSL) in Q1 2025, closing a stake of 843 shares — an estimated $311K sold.

LifeGuide Financial Advisors first reported a position in CSL in Q4 2021 and held it in 13 quarters. The position peaked at $843K in Q4 2021. 738 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

LifeGuide Financial Advisors reported no remaining Carlisle Companies position as of Q1 2025 after selling out during the quarter.
LifeGuide Financial Advisors sold 843 Carlisle Companies shares in Q1 2025, an estimated $311K.
LifeGuide Financial Advisors first reported a position in Carlisle Companies in Q4 2021 and held it in 13 quarters.
LifeGuide Financial Advisors's Carlisle Companies position peaked at $843K in Q4 2021.
738 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on LifeGuide Financial Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.