EU
CG icon

Emory University’s Carlyle Group CG Stock Holding History

Emory University’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
2014
Q1 		– Sell
-100
Closed -$3K – 31
2013
Q4 		$3K Hold
100
– – ﹤0.01% 130
2013
Q3 		$3K Hold
100
– – ﹤0.01% 132
2013
Q2 		$3K Buy
+100
New +$2.96K ﹤0.01% 130

Other funds holding CG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
HC
Hawkins Capital Houston, Texas $55.4M AUM 11.38% 1-Year Est. Return
RRC
Red Rocks Capital Denver, Colorado $296M AUM 1.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Emory University's CG Position: Q1 2014 in Review

Emory University sold out of Carlyle Group (CG) in Q1 2014, closing a stake of 100 shares — an estimated $3K sold.

Emory University first reported a position in CG in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q4 2013. 113 funds tracked by Wall St. Rank hold CG as of Q1 2014.

  • Emory University reported no remaining Carlyle Group position as of Q1 2014 after selling out during the quarter.
  • Emory University sold 100 Carlyle Group shares in Q1 2014, an estimated $3K.
  • Emory University first reported a position in Carlyle Group in Q2 2013 and held it in 3 quarters.
  • Emory University's Carlyle Group position peaked at $3K in Q4 2013.
  • 113 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2014.

Based on Emory University's 13F filing for Q1 2014, filed 13 May 2014.