TIM
CSL icon

Tevis Investment Management’s Carlisle Companies CSL Stock Holding History

Tevis 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
2025
Q2 		– Sell
-1,028
Closed -$379K – 106
2025
Q1 		$379K Hold
1,028
– – 0.28% 79
2024
Q4 		$379K Sell
1,028
-28
-3% -$12.2K 0.28% 79
2024
Q3 		$475K Buy
1,056
+150
+17% +$62K 0.35% 67
2024
Q2 		$367K Buy
+906
New +$365K 0.29% 74
2023
Q1 		– Sell
-1,018
Closed -$240K – 90
2022
Q4 		$240K Sell
1,018
-13
-1% -$3.35K 0.26% 79
2022
Q3 		$289K Buy
+1,031
New +$295K 0.28% 81

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tevis Investment Management's CSL Position: Q2 2025 in Review

Tevis Investment Management sold out of Carlisle Companies (CSL) in Q2 2025, closing a stake of 1,028 shares — an estimated $379K sold.

Tevis Investment Management first reported a position in CSL in Q3 2022 and held it in 6 quarters. The position peaked at $475K in Q3 2024. 764 funds tracked by Wall St. Rank hold CSL as of Q2 2025.

  • Tevis Investment Management reported no remaining Carlisle Companies position as of Q2 2025 after selling out during the quarter.
  • Tevis Investment Management sold 1,028 Carlisle Companies shares in Q2 2025, an estimated $379K.
  • Tevis Investment Management first reported a position in Carlisle Companies in Q3 2022 and held it in 6 quarters.
  • Tevis Investment Management's Carlisle Companies position peaked at $475K in Q3 2024.
  • 764 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2025.

Based on Tevis Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.