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Schechter Investment Advisors’s Carlisle Companies CSL Stock Holding History

Schechter Investment Advisors’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 		$268K Sell
787
-112
-12% -$40.1K 0.02% 492
2024
Q4 		$332K Sell
899
-27
-3% -$11.8K 0.03% 467
2024
Q3 		$416K Buy
926
+107
+13% +$44.3K 0.03% 433
2024
Q2 		$332K Sell
819
-62
-7% -$25K 0.03% 455
2024
Q1 		$345K Hold
881
– – 0.03% 466
2023
Q4 		$275K Buy
881
+8
+0.9% +$2.2K 0.02% 481
2023
Q3 		$226K Sell
873
-15
-2% -$4.02K 0.02% 517
2023
Q2 		$228K Buy
+888
New +$197K 0.02% 558
2023
Q1 		– Sell
-860
Closed -$203K – 709
2022
Q4 		$203K Sell
860
-281
-25% -$72.3K 0.02% 761
2022
Q3 		$320K Sell
1,141
-155
-12% -$44.4K 0.03% 678
2022
Q2 		$309K Buy
1,296
+25
+2% +$6.23K 0.03% 701
2022
Q1 		$313K Sell
1,271
-9
-0.7% -$2.11K 0.03% 693
2021
Q4 		$317K Buy
+1,280
New +$294K 0.03% 662

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schechter Investment Advisors's CSL Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Carlisle Companies (CSL) stake by 12% in Q1 2025, selling an estimated $40.1K and leaving 787 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #492.

Schechter Investment Advisors first reported a position in CSL in Q4 2021 and has held it in 13 quarters since. The position peaked at $416K in Q3 2024. 738 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

  • Schechter Investment Advisors held 787 shares of Carlisle Companies worth $268K as of Q1 2025.
  • Schechter Investment Advisors sold 112 Carlisle Companies shares in Q1 2025, an estimated $40.1K.
  • Carlisle Companies made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #492 holding.
  • Schechter Investment Advisors first reported a position in Carlisle Companies in Q4 2021 and has held it in 13 quarters since.
  • Schechter Investment Advisors's Carlisle Companies position peaked at $416K in Q3 2024.
  • 738 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.