West Paces Advisors’s Carlisle Companies CSL Stock Holding History

West Paces 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 Q3	–	Sell	-16	Closed	-$6.48K	–	555
2024 Q2	$6.48K	Hold	16	–	–	﹤0.01%	377
2024 Q1	$6.27K	Buy	+16	New	+$5.43K	﹤0.01%	391
2023 Q3	–	Sell	-80	Closed	-$20.5K	–	535
2023 Q2	$20.5K	Sell	80 -110	-58%	-$24.4K	0.01%	307
2023 Q1	$43K	Sell	190 -85	-31%	-$20.7K	0.01%	238
2022 Q4	$64.8K	Buy	275 +80	+41%	+$20.6K	0.02%	202
2022 Q3	$54.7K	Hold	195	–	–	0.02%	208
2022 Q2	$46.5K	Buy	195 +85	+77%	+$21.2K	0.02%	219
2022 Q1	$27.1K	Buy	+110	New	+$25.8K	0.01%	277
2020 Q2	–	Sell	-73	Closed	-$9.14K	–	441
2020 Q1	$9.14K	Buy	+73	New	+$10.8K	0.01%	312

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

West Paces Advisors's CSL Position: Q3 2024 in Review

West Paces Advisors sold out of Carlisle Companies (CSL) in Q3 2024, closing a stake of 16 shares — an estimated $6.48K sold.

West Paces Advisors first reported a position in CSL in Q1 2020 and held it in 9 quarters. The position peaked at $64.8K in Q4 2022. 745 funds tracked by Wall St. Rank hold CSL as of Q3 2024.

West Paces Advisors reported no remaining Carlisle Companies position as of Q3 2024 after selling out during the quarter.
West Paces Advisors sold 16 Carlisle Companies shares in Q3 2024, an estimated $6.48K.
West Paces Advisors first reported a position in Carlisle Companies in Q1 2020 and held it in 9 quarters.
West Paces Advisors's Carlisle Companies position peaked at $64.8K in Q4 2022.
745 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2024.

Based on West Paces Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.