Atom Investors’s Carlyle Secured Lending CGBD Stock Holding History

Atom Investors’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
2022 Q1	–	Sell	-21,773	Closed	-$299K	–	220
2021 Q4	$299K	Buy	+21,773	New	+$302K	0.05%	201

Other funds holding CGBD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Atom Investors's CGBD Position: Q1 2022 in Review

Atom Investors sold out of Carlyle Secured Lending (CGBD) in Q1 2022, closing a stake of 21,773 shares — an estimated $299K sold.

Atom Investors first reported a position in CGBD in Q4 2021 and held it in 1 quarter. The position peaked at $299K in Q4 2021. 101 funds tracked by Wall St. Rank hold CGBD as of Q1 2022.

Atom Investors reported no remaining Carlyle Secured Lending position as of Q1 2022 after selling out during the quarter.
Atom Investors sold 21,773 Carlyle Secured Lending shares in Q1 2022, an estimated $299K.
Atom Investors first reported a position in Carlyle Secured Lending in Q4 2021 and held it in 1 quarter.
Atom Investors's Carlyle Secured Lending position peaked at $299K in Q4 2021.
101 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2022.

Based on Atom Investors's 13F filing for Q1 2022, filed 16 May 2022.