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Baldrige Asset Management’s Carlyle Group CG Stock Holding History

Baldrige Asset 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
2023
Q1 		$0 Buy
+7
New +$234 ﹤0.01% 406

Other funds holding CG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $59.5B AUM 51.63% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Baldrige Asset Management's CG Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in Carlyle Group (CG) in Q1 2023: 7 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #406 among its holdings.

430 funds tracked by Wall St. Rank hold CG as of Q1 2023.

  • Baldrige Asset Management held 7 shares of Carlyle Group worth $0 as of Q1 2023.
  • Carlyle Group was a new Baldrige Asset Management position in Q1 2023.
  • Carlyle Group made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #406 holding.
  • 430 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.