TD Ameritrade Investment Management’s Carlisle Companies CSL Stock Holding History

TD Ameritrade 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
2023 Q3	–	Sell	-7	Closed	-$2K	–	101
2023 Q2	$2K	Hold	7	–	–	﹤0.01%	446
2023 Q1	$2K	Hold	7	–	–	﹤0.01%	475
2022 Q4	$2K	Sell	7 -6	-46%	-$1.54K	﹤0.01%	483
2022 Q3	$4K	Sell	13 -9	-41%	-$2.58K	﹤0.01%	439
2022 Q2	$5K	Sell	22 -423	-95%	-$105K	﹤0.01%	468
2022 Q1	$109K	Sell	445 -96	-18%	-$22.5K	﹤0.01%	282
2021 Q4	$134K	Buy	541 +116	+27%	+$26.6K	﹤0.01%	269
2021 Q3	$52K	Sell	425 -231	-35%	-$46.6K	﹤0.01%	325
2021 Q2	$126K	Buy	656 +136	+26%	+$25.3K	﹤0.01%	265
2021 Q1	$81K	Hold	520	–	–	﹤0.01%	289
2020 Q4	$81K	Buy	520 +95	+22%	+$13.3K	﹤0.01%	289
2020 Q3	$52K	Buy	+425	New	+$52.2K	﹤0.01%	325

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

FMI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

TD Ameritrade Investment Management's CSL Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Carlisle Companies (CSL) in Q3 2023, closing a stake of 7 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in CSL in Q3 2020 and held it in 12 quarters. The position peaked at $134K in Q4 2021. 565 funds tracked by Wall St. Rank hold CSL as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Carlisle Companies position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 7 Carlisle Companies shares in Q3 2023, an estimated $2K.
TD Ameritrade Investment Management first reported a position in Carlisle Companies in Q3 2020 and held it in 12 quarters.
TD Ameritrade Investment Management's Carlisle Companies position peaked at $134K in Q4 2021.
565 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.