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Braun-Bostich & Associates’s Carlyle Group CG Stock Holding History

Braun-Bostich & Associates’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
2022
Q1 		– Sell
-13,780
Closed -$701K – 82
2021
Q4 		$701K Buy
+13,780
New +$751K 0.17% 55

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Braun-Bostich & Associates's CG Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of Carlyle Group (CG) in Q1 2022, closing a stake of 13,780 shares — an estimated $701K sold.

Braun-Bostich & Associates first reported a position in CG in Q4 2021 and held it in 1 quarter. The position peaked at $701K in Q4 2021. 486 funds tracked by Wall St. Rank hold CG as of Q1 2022.

  • Braun-Bostich & Associates reported no remaining Carlyle Group position as of Q1 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 13,780 Carlyle Group shares in Q1 2022, an estimated $701K.
  • Braun-Bostich & Associates first reported a position in Carlyle Group in Q4 2021 and held it in 1 quarter.
  • Braun-Bostich & Associates's Carlyle Group position peaked at $701K in Q4 2021.
  • 486 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.