Scout Investments’s Carlisle Companies CSL Stock Holding History

Scout Investments’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	$17.9M	Buy	+37,973	New	+$15.7M	0.47%	91
2021 Q4	–	Sell	-8,442	Closed	-$1.68M	–	311
2021 Q3	$1.68M	Sell	8,442 -56,575	-87%	-$11.4M	0.03%	301
2021 Q2	$12.4M	Sell	65,017 -238	-0.4%	-$44.3K	0.19%	167
2021 Q1	$10.7M	Buy	65,255 +6,489	+11%	+$995K	0.16%	201
2020 Q4	$9.18M	Buy	58,766 +28,555	+95%	+$4.01M	0.17%	213
2020 Q3	$3.7M	Sell	30,211 -40,709	-57%	-$5M	0.08%	260
2020 Q2	$8.49M	Buy	70,920 +31,237	+79%	+$3.76M	0.2%	171
2020 Q1	$4.97M	Sell	39,683 -27,200	-41%	-$4.04M	0.15%	184
2019 Q4	$10.8M	Buy	+66,883	New	+$10.3M	0.21%	150

Other funds holding CSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Scout Investments's CSL Position: Q3 2024 in Review

Scout Investments opened a new position in Carlisle Companies (CSL) in Q3 2024: 37,973 shares worth $17.9M. The stake represents 0.47% of the portfolio and ranks #91 among its holdings. This is a return to the name: Scout Investments previously reported a position in CSL as recently as Q3 2021.

Scout Investments first reported a position in CSL in Q4 2019 and has held it in 9 quarters since. 744 funds tracked by Wall St. Rank hold CSL as of Q3 2024.

Scout Investments held 37,973 shares of Carlisle Companies worth $17.9M as of Q3 2024.
Carlisle Companies was a new Scout Investments position in Q3 2024.
Carlisle Companies made up 0.47% of Scout Investments's portfolio in Q3 2024, its #91 holding.
Scout Investments first reported a position in Carlisle Companies in Q4 2019 and has held it in 9 quarters since.
744 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2024.

Based on Scout Investments's 13F filing for Q3 2024, filed 12 Nov 2024.