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TFC Financial Management’s Carlisle Companies CSL Stock Holding History

TFC Financial 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
Q1 		– Sell
-1
Closed -$369 – 979
2024
Q4 		$369 Hold
1
– – ﹤0.01% 699
2024
Q3 		$450 Hold
1
– – ﹤0.01% 681
2024
Q2 		$406 Hold
1
– – ﹤0.01% 670
2024
Q1 		$392 Buy
+1
New +$339 ﹤0.01% 663

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

TFC Financial Management's CSL Position: Q1 2025 in Review

TFC Financial Management sold out of Carlisle Companies (CSL) in Q1 2025, closing a stake of 1 share — an estimated $369 sold.

TFC Financial Management first reported a position in CSL in Q1 2024 and held it in 4 quarters. The position peaked at $450 in Q3 2024. 738 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

  • TFC Financial Management reported no remaining Carlisle Companies position as of Q1 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Carlisle Companies share in Q1 2025, an estimated $369.
  • TFC Financial Management first reported a position in Carlisle Companies in Q1 2024 and held it in 4 quarters.
  • TFC Financial Management's Carlisle Companies position peaked at $450 in Q3 2024.
  • 738 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on TFC Financial Management's 13F filing for Q1 2025, filed 24 Apr 2025.