AS
CG icon

Altshuler Shaham’s Carlyle Group CG Stock Holding History

Altshuler Shaham’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
2023
Q2 		– Sell
-3,972
Closed -$123K – 334
2023
Q1 		$123K Buy
3,972
+197
+5% +$6.57K ﹤0.01% 117
2022
Q4 		$113K Buy
3,775
+442
+13% +$12.6K ﹤0.01% 121
2022
Q3 		$87K Sell
3,333
-386
-10% -$12.7K ﹤0.01% 177
2022
Q2 		$118K Buy
+3,719
New +$143K ﹤0.01% 174
2022
Q1 		– Sell
-136
Closed -$7K – 551
2021
Q4 		$7K Sell
136
-23
-14% -$1.25K ﹤0.01% 517
2021
Q3 		$8K Buy
+159
New +$7.62K ﹤0.01% 470

Other funds holding CG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM