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Turtle Creek Wealth Advisors’s Carlisle Companies CSL Stock Holding History

Turtle Creek Wealth 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
2024
Q1 		– Sell
-17
Closed -$5.31K – 334
2023
Q4 		$5.31K Buy
+17
New +$4.68K ﹤0.01% 639

Other funds holding CSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Turtle Creek Wealth Advisors's CSL Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Carlisle Companies (CSL) in Q1 2024, closing a stake of 17 shares — an estimated $5.31K sold.

Turtle Creek Wealth Advisors first reported a position in CSL in Q4 2023 and held it in 1 quarter. The position peaked at $5.31K in Q4 2023. 661 funds tracked by Wall St. Rank hold CSL as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Carlisle Companies position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 17 Carlisle Companies shares in Q1 2024, an estimated $5.31K.
  • Turtle Creek Wealth Advisors first reported a position in Carlisle Companies in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Carlisle Companies position peaked at $5.31K in Q4 2023.
  • 661 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.