Guyasuta Investment Advisors’s Carlyle Group CG Stock Holding History

Guyasuta Investment Advisors’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 Q2	–	Sell	-5,000	Closed	-$245K	–	254
2022 Q1	$245K	Hold	5,000	–	–	0.02%	248
2021 Q4	$275K	Hold	5,000	–	–	0.02%	237
2021 Q3	$236K	Hold	5,000	–	–	0.02%	246
2021 Q2	$232K	Buy	+5,000	New	+$213K	0.02%	246

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Guyasuta Investment Advisors's CG Position: Q2 2022 in Review

Guyasuta Investment Advisors sold out of Carlyle Group (CG) in Q2 2022, closing a stake of 5,000 shares — an estimated $245K sold.

Guyasuta Investment Advisors first reported a position in CG in Q2 2021 and held it in 4 quarters. The position peaked at $275K in Q4 2021. 443 funds tracked by Wall St. Rank hold CG as of Q2 2022.

Guyasuta Investment Advisors reported no remaining Carlyle Group position as of Q2 2022 after selling out during the quarter.
Guyasuta Investment Advisors sold 5,000 Carlyle Group shares in Q2 2022, an estimated $245K.
Guyasuta Investment Advisors first reported a position in Carlyle Group in Q2 2021 and held it in 4 quarters.
Guyasuta Investment Advisors's Carlyle Group position peaked at $275K in Q4 2021.
443 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2022.

Based on Guyasuta Investment Advisors's 13F filing for Q2 2022, filed 21 Jul 2022.