GC
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Gould Capital’s Carlyle Group CG Stock Holding History

Gould Capital’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
2024
Q1 		– Sell
-1,000
Closed -$40.7K – 195
2023
Q4 		$40.7K Hold
1,000
– – 0.03% 95
2023
Q3 		$30.1K Sell
1,000
-102
-9% -$3.29K 0.02% 98
2023
Q2 		$35.2K Buy
1,102
+101
+10% +$2.95K 0.03% 95
2023
Q1 		$31.1K Sell
1,001
-1,459
-59% -$48.7K 0.02% 100
2022
Q4 		$73.4K Buy
2,460
+1,916
+352% +$54.7K 0.06% 68
2022
Q3 		$14K Buy
544
+5
+0.9% +$165 0.01% 125
2022
Q2 		$17K Buy
539
+4
+0.7% +$153 0.01% 118
2022
Q1 		$26K Buy
535
+3
+0.6% +$144 0.02% 100
2021
Q4 		$29K Buy
+532
New +$29K 0.02% 107

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Gould Capital's CG Position: Q1 2024 in Review

Gould Capital sold out of Carlyle Group (CG) in Q1 2024, closing a stake of 1,000 shares — an estimated $40.7K sold.

Gould Capital first reported a position in CG in Q4 2021 and held it in 9 quarters. The position peaked at $73.4K in Q4 2022. 521 funds tracked by Wall St. Rank hold CG as of Q1 2024.

  • Gould Capital reported no remaining Carlyle Group position as of Q1 2024 after selling out during the quarter.
  • Gould Capital sold 1,000 Carlyle Group shares in Q1 2024, an estimated $40.7K.
  • Gould Capital first reported a position in Carlyle Group in Q4 2021 and held it in 9 quarters.
  • Gould Capital's Carlyle Group position peaked at $73.4K in Q4 2022.
  • 521 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2024.

Based on Gould Capital's 13F filing for Q1 2024, filed 13 May 2024.