Insight Advisors’s Carlyle Group CG Stock Holding History

Insight 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 Q1	–	Sell	-10,258	Closed	-$563K	–	322
2021 Q4	$563K	Buy	10,258 +12	+0.1%	+$654	0.17%	149
2021 Q3	$604K	Buy	+10,246	New	+$491K	0.18%	146

Other funds holding CG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SBLIC

Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Insight Advisors's CG Position: Q1 2022 in Review

Insight Advisors sold out of Carlyle Group (CG) in Q1 2022, closing a stake of 10,258 shares — an estimated $563K sold.

Insight Advisors first reported a position in CG in Q3 2021 and held it in 2 quarters. The position peaked at $604K in Q3 2021. 486 funds tracked by Wall St. Rank hold CG as of Q1 2022.

Insight Advisors reported no remaining Carlyle Group position as of Q1 2022 after selling out during the quarter.
Insight Advisors sold 10,258 Carlyle Group shares in Q1 2022, an estimated $563K.
Insight Advisors first reported a position in Carlyle Group in Q3 2021 and held it in 2 quarters.
Insight Advisors's Carlyle Group position peaked at $604K in Q3 2021.
486 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2022.

Based on Insight Advisors's 13F filing for Q1 2022, filed 13 May 2022.