CCP
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Carmel Capital Partners’s Carlyle Group CG Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-2,847
Closed -$85.9K – 234
2023
Q3 		$85.9K Hold
2,847
– – 0.04% 210
2023
Q2 		$91K Sell
2,847
-71
-2% -$2.07K 0.05% 169
2023
Q1 		$90.6K Buy
+2,918
New +$97.4K 0.05% 197

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William Blair Investment Management
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VVP
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State Street
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Alkeon Capital Management
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AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BGC
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Carmel Capital Partners's CG Position: Q4 2023 in Review

Carmel Capital Partners sold out of Carlyle Group (CG) in Q4 2023, closing a stake of 2,847 shares — an estimated $85.9K sold.

Carmel Capital Partners first reported a position in CG in Q1 2023 and held it in 3 quarters. The position peaked at $91K in Q2 2023. 472 funds tracked by Wall St. Rank hold CG as of Q4 2023.

  • Carmel Capital Partners reported no remaining Carlyle Group position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 2,847 Carlyle Group shares in Q4 2023, an estimated $85.9K.
  • Carmel Capital Partners first reported a position in Carlyle Group in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Carlyle Group position peaked at $91K in Q2 2023.
  • 472 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.