Bank of the West’s Carlyle Group CG Stock Holding History

Bank of the West’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
2020 Q1	–	Sell	-6,636	Closed	-$213K	–	256
2019 Q4	$213K	Buy	+6,636	New	+$188K	0.03%	258

Other funds holding CG

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of the West's CG Position: Q1 2020 in Review

Bank of the West sold out of Carlyle Group (CG) in Q1 2020, closing a stake of 6,636 shares — an estimated $213K sold.

Bank of the West first reported a position in CG in Q4 2019 and held it in 1 quarter. The position peaked at $213K in Q4 2019. 196 funds tracked by Wall St. Rank hold CG as of Q1 2020.

Bank of the West reported no remaining Carlyle Group position as of Q1 2020 after selling out during the quarter.
Bank of the West sold 6,636 Carlyle Group shares in Q1 2020, an estimated $213K.
Bank of the West first reported a position in Carlyle Group in Q4 2019 and held it in 1 quarter.
Bank of the West's Carlyle Group position peaked at $213K in Q4 2019.
196 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2020.

Based on Bank of the West's 13F filing for Q1 2020, filed 8 May 2020.