Ownership history in PRINCIPAL SECURITIES, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in CARLISLE COS INC (CSL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 230 | -24 | -9.4% | 0.00% | $76K | $326.93 |
| 2025 Q2 | ADDED | 254 | +113 | +80.1% | 0.00% | $95K | $370.02 |
| 2025 Q1 | UNCHANGED | 141 | — | 0% | 0.00% | $52K | $336.59 |
| 2024 Q4 | ADDED | 141 | +5 | +3.7% | 0.00% | $52K | $363.59 |
| 2024 Q3 | ADDED | 136 | +14 | +11.5% | 0.00% | $61K | $442.36 |
| 2024 Q2 | ADDED | 122 | +18 | +17.3% | 0.00% | $49K | $397.58 |
| 2024 Q1 | ADDED | 104 | +3 | +3.0% | 0.00% | $41K | $383.68 |
| 2023 Q4 | INITIATED | 101 | — | — | 0.00% | $32K | — |
As of 2025 Q4 — sorted by position size