AIM
CG icon

Allen Investment Management’s Carlyle Group CG Stock Holding History

Allen Investment Management’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-35,361
Closed -$904K – 174
2019
Q3 		$904K Sell
35,361
-16,754
-32% -$401K 0.02% 111
2019
Q2 		$1.18M Hold
52,115
– – 0.03% 105
2019
Q1 		$953K Buy
52,115
+843
+2% +$15.3K 0.03% 103
2018
Q4 		$808K Hold
51,272
– – 0.03% 100
2018
Q3 		$1.16M Hold
51,272
– – 0.04% 109
2018
Q2 		$1.09M Buy
51,272
+34,518
+206% +$743K 0.04% 102
2018
Q1 		$358K Buy
+16,754
New +$394K 0.01% 140

Other funds holding CG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return