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

BerganKDV 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
2021
Q3 		– Sell
-35
Closed -$2K – 1041
2021
Q2 		$2K Hold
35
– – ﹤0.01% 798
2021
Q1 		$1K Hold
35
– – ﹤0.01% 839
2020
Q4 		$1K Sell
35
-15
-30% -$422 ﹤0.01% 836
2020
Q3 		$1K Sell
50
-104
-68% -$2.81K ﹤0.01% 772
2020
Q2 		$4K Hold
154
– – ﹤0.01% 644
2020
Q1 		$3K Buy
+154
New +$4.44K ﹤0.01% 652
2019
Q4 		– Sell
-100
Closed -$3K – 938
2019
Q3 		$3K Buy
+100
New +$2.39K ﹤0.01% 598

Other funds holding CG

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return