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Gibraltar Capital Management’s Carlyle Group CG Stock Holding History

Gibraltar Capital 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
Q1 		– Sell
-19,209
Closed -$573K – 68
2022
Q4 		$573K Buy
19,209
+1,243
+7% +$35.5K 0.27% 53
2022
Q3 		$464K Buy
+17,966
New +$592K 0.24% 56

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Capital World Investors
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Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Gibraltar Capital Management's CG Position: Q1 2023 in Review

Gibraltar Capital Management sold out of Carlyle Group (CG) in Q1 2023, closing a stake of 19,209 shares — an estimated $573K sold.

Gibraltar Capital Management first reported a position in CG in Q3 2022 and held it in 2 quarters. The position peaked at $573K in Q4 2022. 430 funds tracked by Wall St. Rank hold CG as of Q1 2023.

  • Gibraltar Capital Management reported no remaining Carlyle Group position as of Q1 2023 after selling out during the quarter.
  • Gibraltar Capital Management sold 19,209 Carlyle Group shares in Q1 2023, an estimated $573K.
  • Gibraltar Capital Management first reported a position in Carlyle Group in Q3 2022 and held it in 2 quarters.
  • Gibraltar Capital Management's Carlyle Group position peaked at $573K in Q4 2022.
  • 430 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2023.

Based on Gibraltar Capital Management's 13F filing for Q1 2023, filed 8 May 2023.