Sheaff Brock Investment Advisors’s Carlisle Companies CSL Stock Holding History

Sheaff Brock 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	–	Sell	-5,381	Closed	-$1.98M	–	465
2024 Q4	$1.98M	Buy	5,381 +4	+0.1%	+$1.74K	0.17%	109
2024 Q3	$2.42M	Sell	5,377 -4	-0.1%	-$1.66K	0.21%	91
2024 Q2	$2.18M	Sell	5,381 -598	-10%	-$241K	0.2%	98
2024 Q1	$2.34M	Buy	5,979 +377	+7%	+$128K	0.15%	104
2023 Q4	$1.75M	Buy	5,602 +168	+3%	+$46.3K	0.14%	116
2023 Q3	$1.41M	Sell	5,434 -8	-0.1%	-$2.15K	0.13%	123
2023 Q2	$1.4M	Buy	5,442 +85	+2%	+$18.8K	0.12%	129
2023 Q1	$1.21M	Buy	5,357 +38	+0.7%	+$9.24K	0.11%	145
2022 Q4	$1.25M	Buy	5,319 +138	+3%	+$35.5K	0.12%	132
2022 Q3	$1.45M	Buy	+5,181	New	+$1.48M	0.16%	109

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

Sheaff Brock Investment Advisors's CSL Position: Q1 2025 in Review

Sheaff Brock Investment Advisors sold out of Carlisle Companies (CSL) in Q1 2025, closing a stake of 5,381 shares — an estimated $1.98M sold.

Sheaff Brock Investment Advisors first reported a position in CSL in Q3 2022 and held it in 10 quarters. The position peaked at $2.42M in Q3 2024. 738 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

Sheaff Brock Investment Advisors reported no remaining Carlisle Companies position as of Q1 2025 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 5,381 Carlisle Companies shares in Q1 2025, an estimated $1.98M.
Sheaff Brock Investment Advisors first reported a position in Carlisle Companies in Q3 2022 and held it in 10 quarters.
Sheaff Brock Investment Advisors's Carlisle Companies position peaked at $2.42M in Q3 2024.
738 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.