Clear Point Advisors’s Carlyle Group CG Stock Holding History

Clear Point 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
2024 Q4	–	Sell	-1	Closed	-$43	–	182
2024 Q3	$43	Hold	1	–	–	﹤0.01%	557
2024 Q2	$40	Buy	+1	New	+$43	﹤0.01%	553

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

Clear Point Advisors's CG Position: Q4 2024 in Review

Clear Point Advisors sold out of Carlyle Group (CG) in Q4 2024, closing a stake of 1 share — an estimated $43 sold.

Clear Point Advisors first reported a position in CG in Q2 2024 and held it in 2 quarters. The position peaked at $43 in Q3 2024. 566 funds tracked by Wall St. Rank hold CG as of Q4 2024.

Clear Point Advisors reported no remaining Carlyle Group position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 1 Carlyle Group share in Q4 2024, an estimated $43.
Clear Point Advisors first reported a position in Carlyle Group in Q2 2024 and held it in 2 quarters.
Clear Point Advisors's Carlyle Group position peaked at $43 in Q3 2024.
566 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.