Goodwin Investment Advisory’s Carlyle Group CG Stock Holding History

Goodwin Investment Advisory’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 Q4	–	Sell	-28	Closed	-$1K	–	223
2022 Q3	$1K	Buy	+28	New	+$922	﹤0.01%	203

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

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BGC

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Goodwin Investment Advisory's CG Position: Q4 2022 in Review

Goodwin Investment Advisory sold out of Carlyle Group (CG) in Q4 2022, closing a stake of 28 shares — an estimated $1K sold.

Goodwin Investment Advisory first reported a position in CG in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 431 funds tracked by Wall St. Rank hold CG as of Q4 2022.

Goodwin Investment Advisory reported no remaining Carlyle Group position as of Q4 2022 after selling out during the quarter.
Goodwin Investment Advisory sold 28 Carlyle Group shares in Q4 2022, an estimated $1K.
Goodwin Investment Advisory first reported a position in Carlyle Group in Q3 2022 and held it in 1 quarter.
Goodwin Investment Advisory's Carlyle Group position peaked at $1K in Q3 2022.
431 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2022.

Based on Goodwin Investment Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.