Capital Research Global Investors
CG icon

Capital Research Global Investors’s Carlyle Group CG Stock Holding History

Capital Research Global Investors’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
Q4 		– Sell
-1,366,000
Closed -$64.6M – 447
2021
Q3 		$64.6M Hold
1,366,000
– – 0.02% 345
2021
Q2 		$63.5M Hold
1,366,000
– – 0.01% 356
2021
Q1 		$50.2M Sell
1,366,000
-940,000
-41% -$33M 0.01% 363
2020
Q4 		$72.5M Buy
+2,306,000
New +$64.9M 0.02% 324

Other funds holding CG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital Research Global Investors's CG Position: Q4 2021 in Review

Capital Research Global Investors sold out of Carlyle Group (CG) in Q4 2021, closing a stake of 1,366,000 shares — an estimated $64.6M sold.

Capital Research Global Investors first reported a position in CG in Q4 2020 and held it in 4 quarters. The position peaked at $72.5M in Q4 2020. 462 funds tracked by Wall St. Rank hold CG as of Q4 2021.

  • Capital Research Global Investors reported no remaining Carlyle Group position as of Q4 2021 after selling out during the quarter.
  • Capital Research Global Investors sold 1,366,000 Carlyle Group shares in Q4 2021, an estimated $64.6M.
  • Capital Research Global Investors first reported a position in Carlyle Group in Q4 2020 and held it in 4 quarters.
  • Capital Research Global Investors's Carlyle Group position peaked at $72.5M in Q4 2020.
  • 462 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2021.

Based on Capital Research Global Investors's 13F filing for Q4 2021, filed 14 Feb 2022.