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Naples Money Management’s Carlisle Companies CSL Stock Holding History

Naples Money Management’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
2024
Q3 		$2.7K Hold
6
– – ﹤0.01% 283
2024
Q2 		$2.39K Hold
6
– – ﹤0.01% 300
2024
Q1 		$2.35K Hold
6
– – ﹤0.01% 309
2023
Q4 		$1.88K Buy
+6
New +$1.65K ﹤0.01% 336

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Naples Money Management's CSL Position: Q3 2024 in Review

Naples Money Management held its Carlisle Companies (CSL) position steady in Q3 2024 at 6 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Naples Money Management first reported a position in CSL in Q4 2023 and has held it in 4 quarters since. 744 funds tracked by Wall St. Rank hold CSL as of Q3 2024.

  • Naples Money Management held 6 shares of Carlisle Companies worth $2.7K as of Q3 2024.
  • Naples Money Management left its Carlisle Companies share count unchanged in Q3 2024.
  • Carlisle Companies made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #283 holding.
  • Naples Money Management first reported a position in Carlisle Companies in Q4 2023 and has held it in 4 quarters since.
  • 744 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.