Loomis, Sayles & Company
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Loomis, Sayles & Company’s Carlisle Companies CSL Stock Holding History

Loomis, Sayles & Company’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
Q3 		– Sell
-4,456
Closed -$1.66M – 721
2025
Q2 		$1.66M Sell
4,456
-26
-0.6% -$9.65K ﹤0.01% 470
2025
Q1 		$1.53M Buy
4,482
+2,375
+113% +$851K ﹤0.01% 458
2024
Q4 		$777K Buy
2,107
+27
+1% +$11.8K ﹤0.01% 475
2024
Q3 		$935K Buy
+2,080
New +$860K ﹤0.01% 457
2023
Q3 		– Sell
-180
Closed -$46K – 930
2023
Q2 		$46K Sell
180
-65
-27% -$14.4K ﹤0.01% 622
2023
Q1 		$55K Buy
245
+181
+283% +$44K ﹤0.01% 607
2022
Q4 		$15K Buy
64
+52
+433% +$13.4K ﹤0.01% 752
2022
Q3 		$3K Sell
12
-3
-20% -$860 ﹤0.01% 715
2022
Q2 		$4K Buy
15
+3
+25% +$747 ﹤0.01% 739
2022
Q1 		$3K Buy
+12
New +$2.81K ﹤0.01% 852
2016
Q2 		– Sell
-94
Closed -$9K – 1029
2016
Q1 		$9K Buy
+94
New +$8.29K ﹤0.01% 837

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return