PIM
CSL icon

Plato Investment Management’s Carlisle Companies CSL Stock Holding History

Plato Investment 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
2025
Q3 		– Sell
-1,754
Closed -$653K – 521
2025
Q2 		$653K Hold
1,754
– – 0.05% 315
2025
Q1 		$604K Hold
1,754
– – 0.05% 307
2024
Q4 		$649K Hold
1,754
– – 0.05% 313
2024
Q3 		$788K Hold
1,754
– – 0.06% 272
2024
Q2 		$711K Buy
1,754
+1,525
+666% +$614K 0.07% 244
2024
Q1 		$89.7K Buy
+229
New +$77.7K 0.01% 350

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

Plato Investment Management's CSL Position: Q3 2025 in Review

Plato Investment Management sold out of Carlisle Companies (CSL) in Q3 2025, closing a stake of 1,754 shares — an estimated $653K sold.

Plato Investment Management first reported a position in CSL in Q1 2024 and held it in 6 quarters. The position peaked at $788K in Q3 2024. 752 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

  • Plato Investment Management reported no remaining Carlisle Companies position as of Q3 2025 after selling out during the quarter.
  • Plato Investment Management sold 1,754 Carlisle Companies shares in Q3 2025, an estimated $653K.
  • Plato Investment Management first reported a position in Carlisle Companies in Q1 2024 and held it in 6 quarters.
  • Plato Investment Management's Carlisle Companies position peaked at $788K in Q3 2024.
  • 752 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on Plato Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.