Childress Capital Advisors’s Carlyle Group CG Stock Holding History

Childress Capital Advisors’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 Q1	–	Sell	-105	Closed	-$3K	–	303
2020 Q4	$3K	Buy	+105	New	+$2.96K	﹤0.01%	874

Other funds holding CG

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Childress Capital Advisors's CG Position: Q1 2021 in Review

Childress Capital Advisors sold out of Carlyle Group (CG) in Q1 2021, closing a stake of 105 shares — an estimated $3K sold.

Childress Capital Advisors first reported a position in CG in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 318 funds tracked by Wall St. Rank hold CG as of Q1 2021.

Childress Capital Advisors reported no remaining Carlyle Group position as of Q1 2021 after selling out during the quarter.
Childress Capital Advisors sold 105 Carlyle Group shares in Q1 2021, an estimated $3K.
Childress Capital Advisors first reported a position in Carlyle Group in Q4 2020 and held it in 1 quarter.
Childress Capital Advisors's Carlyle Group position peaked at $3K in Q4 2020.
318 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2021.

Based on Childress Capital Advisors's 13F filing for Q1 2021, filed 21 May 2021.