Cassady Schiller Wealth Management’s Carlyle Group CG Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$1.41K	Buy	+28	New	+$1.42K	﹤0.01%	692

Other funds holding CG

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Cassady Schiller Wealth Management's CG Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Carlyle Group (CG) in Q4 2024: 28 shares worth $1.41K. The stake represents ﹤0.01% of the portfolio and ranks #692 among its holdings.

566 funds tracked by Wall St. Rank hold CG as of Q4 2024.

Cassady Schiller Wealth Management held 28 shares of Carlyle Group worth $1.41K as of Q4 2024.
Carlyle Group was a new Cassady Schiller Wealth Management position in Q4 2024.
Carlyle Group made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #692 holding.
566 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.