CS
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Credit Suisse’s Carlyle Group CG Stock Holding History

Credit Suisse’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
Q2 		– Sell
-35,300
Closed -$1.3M – 4462
2021
Q1 		$1.3M Hold
35,300
– – ﹤0.01% 3137
2020
Q4 		$1.11M Buy
+35,300
New +$994K ﹤0.01% 3265

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Credit Suisse's CG Position: Q1 2024 in Review

Credit Suisse increased its Carlyle Group (CG) stake by 2.1% in Q1 2024, buying an estimated $610K and bringing the position to 682,525 shares worth $32M. The position accounts for 0.03% of the portfolio, ranked #504.

Credit Suisse first reported a position in CG in Q2 2013 and has held it in 44 quarters since. The position peaked at $90.3M in Q1 2014. 521 funds tracked by Wall St. Rank hold CG as of Q1 2024.

  • Credit Suisse held 682,525 shares of Carlyle Group worth $32M as of Q1 2024.
  • Credit Suisse bought 14,124 Carlyle Group shares in Q1 2024, an estimated $610K.
  • Carlyle Group made up 0.03% of Credit Suisse's portfolio in Q1 2024, its #504 holding.
  • Credit Suisse first reported a position in Carlyle Group in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's Carlyle Group position peaked at $90.3M in Q1 2014.
  • 521 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.