GC
CG icon

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 $5.7T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return