Sandy Spring Bank’s Carlisle Companies CSL Stock Holding History

Sandy Spring Bank’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	$284K	Hold	834	–	–	0.01%	329
2024 Q4	$308K	Sell	834 -25	-3%	-$10.9K	0.01%	327
2024 Q3	$386K	Hold	859	–	–	0.02%	309
2024 Q2	$348K	Buy	859 +383	+80%	+$154K	0.02%	312
2024 Q1	$187K	Hold	476	–	–	0.01%	376
2023 Q4	$149K	Hold	476	–	–	0.01%	397
2023 Q3	$123K	Buy	476 +426	+852%	+$114K	0.01%	404
2023 Q2	$12.9K	Hold	50	–	–	﹤0.01%	793
2023 Q1	$11.4K	Hold	50	–	–	﹤0.01%	800
2022 Q4	$11.8K	Hold	50	–	–	﹤0.01%	786
2022 Q3	$14K	Hold	50	–	–	﹤0.01%	734
2022 Q2	$12K	Sell	50 -27	-35%	-$6.72K	﹤0.01%	794
2022 Q1	$19K	Hold	77	–	–	﹤0.01%	717
2021 Q4	$19K	Hold	77	–	–	﹤0.01%	771
2021 Q3	$15K	Buy	77 +50	+185%	+$10.1K	﹤0.01%	804
2021 Q2	$5K	Buy	+27	New	+$5.02K	﹤0.01%	977
2020 Q4	–	Sell	-9	Closed	-$1K	–	987
2020 Q3	$1K	Buy	+9	New	+$1.1K	﹤0.01%	839

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

Sandy Spring Bank's CSL Position: Q1 2025 in Review

Sandy Spring Bank held its Carlisle Companies (CSL) position steady in Q1 2025 at 834 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #329.

Sandy Spring Bank first reported a position in CSL in Q3 2020 and has held it in 17 quarters since. The position peaked at $386K in Q3 2024. 738 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

Sandy Spring Bank held 834 shares of Carlisle Companies worth $284K as of Q1 2025.
Sandy Spring Bank left its Carlisle Companies share count unchanged in Q1 2025.
Carlisle Companies made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #329 holding.
Sandy Spring Bank first reported a position in Carlisle Companies in Q3 2020 and has held it in 17 quarters since.
Sandy Spring Bank's Carlisle Companies position peaked at $386K in Q3 2024.
738 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.