Ancora Advisors’s Carlyle Secured Lending CGBD Stock Holding History

Ancora Advisors’s Portfolio CGBD Stock Details CGBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-5	Closed	–	–	1738
2020 Q4	$0	Buy	+5	New	+$50	﹤0.01%	1466

Other funds holding CGBD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Ancora Advisors's CGBD Position: Q1 2021 in Review

Ancora Advisors sold out of Carlyle Secured Lending (CGBD) in Q1 2021, closing a stake of 5 shares.

Ancora Advisors first reported a position in CGBD in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 90 funds tracked by Wall St. Rank hold CGBD as of Q1 2021.

Ancora Advisors reported no remaining Carlyle Secured Lending position as of Q1 2021 after selling out during the quarter.
Ancora Advisors sold 5 Carlyle Secured Lending shares in Q1 2021.
Ancora Advisors first reported a position in Carlyle Secured Lending in Q4 2020 and held it in 1 quarter.
Ancora Advisors's Carlyle Secured Lending position peaked at $0 in Q4 2020.
90 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2021.

Based on Ancora Advisors's 13F filing for Q1 2021, filed 14 May 2021.