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Desjardins Global Asset Management’s Carlyle Group CG Stock Holding History

Desjardins Global Asset 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
2023
Q4 		$65.3K Buy
1,605
+22
+1% +$724 0.01% 506
2023
Q3 		$47.7K Buy
+1,583
New +$51K 0.01% 539

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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

Desjardins Global Asset Management's CG Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Carlyle Group (CG) stake by 1.4% in Q4 2023, buying an estimated $724 and bringing the position to 1,605 shares worth $65.3K. The position accounts for 0.01% of the portfolio, ranked #506.

Desjardins Global Asset Management first reported a position in CG in Q3 2023 and has held it in 2 quarters since. 472 funds tracked by Wall St. Rank hold CG as of Q4 2023.

  • Desjardins Global Asset Management held 1,605 shares of Carlyle Group worth $65.3K as of Q4 2023.
  • Desjardins Global Asset Management bought 22 Carlyle Group shares in Q4 2023, an estimated $724.
  • Carlyle Group made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #506 holding.
  • Desjardins Global Asset Management first reported a position in Carlyle Group in Q3 2023 and has held it in 2 quarters since.
  • 472 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.