Harvest Group Wealth Management’s Carlyle Group CG Stock Holding History

Harvest Group Wealth Management’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
2023 Q1	$9.32K	Buy	+300	New	+$10K	0.01%	84

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BGC

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

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

Harvest Group Wealth Management's CG Position: Q1 2023 in Review

Harvest Group Wealth Management opened a new position in Carlyle Group (CG) in Q1 2023: 300 shares worth $9.32K. The stake represents 0.01% of the portfolio and ranks #84 among its holdings.

430 funds tracked by Wall St. Rank hold CG as of Q1 2023.

Harvest Group Wealth Management held 300 shares of Carlyle Group worth $9.32K as of Q1 2023.
Carlyle Group was a new Harvest Group Wealth Management position in Q1 2023.
Carlyle Group made up 0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #84 holding.
430 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.