Estate Counselors’s Carlyle Group CG Stock Holding History

Estate Counselors’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
2022 Q3	–	Sell	-30,243	Closed	-$957K	–	180
2022 Q2	$957K	Buy	+30,243	New	+$1.16M	0.14%	91

Other funds holding CG

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

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

VVP

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Estate Counselors's CG Position: Q3 2022 in Review

Estate Counselors sold out of Carlyle Group (CG) in Q3 2022, closing a stake of 30,243 shares — an estimated $957K sold.

Estate Counselors first reported a position in CG in Q2 2022 and held it in 1 quarter. The position peaked at $957K in Q2 2022. 418 funds tracked by Wall St. Rank hold CG as of Q3 2022.

Estate Counselors reported no remaining Carlyle Group position as of Q3 2022 after selling out during the quarter.
Estate Counselors sold 30,243 Carlyle Group shares in Q3 2022, an estimated $957K.
Estate Counselors first reported a position in Carlyle Group in Q2 2022 and held it in 1 quarter.
Estate Counselors's Carlyle Group position peaked at $957K in Q2 2022.
418 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2022.

Based on Estate Counselors's 13F filing for Q3 2022, filed 4 Nov 2022.