Capital Group Private Client Services’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-158,576
Closed -$6.37M 268
2024
Q2
$6.37M Buy
158,576
+94,185
+146% +$3.78M 0.06% 165
2024
Q1
$3.02M Buy
+64,391
New +$3.02M 0.03% 189