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New England Professional Planning Group’s Carlisle Companies CSL Stock Holding History

New England Professional Planning Group’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
Q4 		– Sell
-461
Closed -$207K – 49
2024
Q3 		$207K Buy
+461
New +$191K 0.1% 48
2024
Q1 		– Sell
-652
Closed -$204K – 56
2023
Q4 		$204K Buy
+652
New +$180K 0.12% 40
2016
Q1 		– Sell
-2,351
Closed -$209K – 45
2015
Q4 		$209K Hold
2,351
– – 0.23% 44
2015
Q3 		$202K Hold
2,351
– – 0.23% 40
2015
Q2 		$235K Sell
2,351
-416
-15% -$40.8K 0.31% 38
2015
Q1 		$270K Sell
2,767
-408
-13% -$37.6K 0.36% 30
2014
Q4 		$287K Buy
+3,175
New +$274K 0.42% 25

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New England Professional Planning Group's CSL Position: Q4 2024 in Review

New England Professional Planning Group sold out of Carlisle Companies (CSL) in Q4 2024, closing a stake of 461 shares — an estimated $207K sold.

New England Professional Planning Group first reported a position in CSL in Q4 2014 and held it in 7 quarters. The position peaked at $287K in Q4 2014. 767 funds tracked by Wall St. Rank hold CSL as of Q4 2024.

  • New England Professional Planning Group reported no remaining Carlisle Companies position as of Q4 2024 after selling out during the quarter.
  • New England Professional Planning Group sold 461 Carlisle Companies shares in Q4 2024, an estimated $207K.
  • New England Professional Planning Group first reported a position in Carlisle Companies in Q4 2014 and held it in 7 quarters.
  • New England Professional Planning Group's Carlisle Companies position peaked at $287K in Q4 2014.
  • 767 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2024.

Based on New England Professional Planning Group's 13F filing for Q4 2024, filed 4 Feb 2025.