Arcus Capital Partners’s Carlyle Group CG Stock Holding History

Arcus Capital Partners’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 Q1	–	Sell	-30	Closed	-$895	–	157
2022 Q4	$895	Buy	+30	New	+$856	﹤0.01%	338

Other funds holding CG

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Arcus Capital Partners's CG Position: Q1 2023 in Review

Arcus Capital Partners sold out of Carlyle Group (CG) in Q1 2023, closing a stake of 30 shares — an estimated $895 sold.

Arcus Capital Partners first reported a position in CG in Q4 2022 and held it in 1 quarter. The position peaked at $895 in Q4 2022. 430 funds tracked by Wall St. Rank hold CG as of Q1 2023.

Arcus Capital Partners reported no remaining Carlyle Group position as of Q1 2023 after selling out during the quarter.
Arcus Capital Partners sold 30 Carlyle Group shares in Q1 2023, an estimated $895.
Arcus Capital Partners first reported a position in Carlyle Group in Q4 2022 and held it in 1 quarter.
Arcus Capital Partners's Carlyle Group position peaked at $895 in Q4 2022.
430 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.