Berman Capital Advisors’s Carlyle Group CG Stock Holding History

Berman Capital Advisors’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	$3K	Hold	79	–	–	﹤0.01%	1566
2021 Q2	$3K	Hold	79	–	–	﹤0.01%	1467
2021 Q1	$2K	Buy	+79	New	+$2.77K	﹤0.01%	1486

Other funds holding CG

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Berman Capital Advisors's CG Position: Q3 2021 in Review

Berman Capital Advisors held its Carlyle Group (CG) position steady in Q3 2021 at 79 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Berman Capital Advisors first reported a position in CG in Q1 2021 and has held it in 3 quarters since. 395 funds tracked by Wall St. Rank hold CG as of Q3 2021.

Berman Capital Advisors held 79 shares of Carlyle Group worth $3K as of Q3 2021.
Berman Capital Advisors left its Carlyle Group share count unchanged in Q3 2021.
Carlyle Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1566 holding.
Berman Capital Advisors first reported a position in Carlyle Group in Q1 2021 and has held it in 3 quarters since.
395 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.