Good Life Advisors’s Carlyle Secured Lending CGBD Stock Holding History

Good Life Advisors’s Portfolio CGBD Stock Details CGBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,892	Closed	-$253K	–	500
2024 Q3	$253K	Buy	+14,892	New	+$257K	0.02%	506

Other funds holding CGBD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Good Life Advisors's CGBD Position: Q4 2024 in Review

Good Life Advisors sold out of Carlyle Secured Lending (CGBD) in Q4 2024, closing a stake of 14,892 shares — an estimated $253K sold.

Good Life Advisors first reported a position in CGBD in Q3 2024 and held it in 1 quarter. The position peaked at $253K in Q3 2024. 115 funds tracked by Wall St. Rank hold CGBD as of Q4 2024.

Good Life Advisors reported no remaining Carlyle Secured Lending position as of Q4 2024 after selling out during the quarter.
Good Life Advisors sold 14,892 Carlyle Secured Lending shares in Q4 2024, an estimated $253K.
Good Life Advisors first reported a position in Carlyle Secured Lending in Q3 2024 and held it in 1 quarter.
Good Life Advisors's Carlyle Secured Lending position peaked at $253K in Q3 2024.
115 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q4 2024.

Based on Good Life Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.