BWM
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Baystate Wealth Management’s Carlyle Group CG Stock Holding History

Baystate Wealth 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
Q4 		$1.83K Buy
+45
New +$1.48K ﹤0.01% 1081

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Baystate Wealth Management's CG Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Carlyle Group (CG) in Q4 2023: 45 shares worth $1.83K. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings.

472 funds tracked by Wall St. Rank hold CG as of Q4 2023.

  • Baystate Wealth Management held 45 shares of Carlyle Group worth $1.83K as of Q4 2023.
  • Carlyle Group was a new Baystate Wealth Management position in Q4 2023.
  • Carlyle Group made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1081 holding.
  • 472 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.