Investors Research Corp’s Carlyle Secured Lending CGBD Stock Holding History

Investors Research Corp’s Portfolio CGBD Stock Details CGBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5	Closed	–	–	1090
2022 Q1	$0	Buy	+5	New	+$71	﹤0.01%	1031

Other funds holding CGBD

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Investors Research Corp's CGBD Position: Q2 2022 in Review

Investors Research Corp sold out of Carlyle Secured Lending (CGBD) in Q2 2022, closing a stake of 5 shares.

Investors Research Corp first reported a position in CGBD in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 107 funds tracked by Wall St. Rank hold CGBD as of Q2 2022.

Investors Research Corp reported no remaining Carlyle Secured Lending position as of Q2 2022 after selling out during the quarter.
Investors Research Corp sold 5 Carlyle Secured Lending shares in Q2 2022.
Investors Research Corp first reported a position in Carlyle Secured Lending in Q1 2022 and held it in 1 quarter.
Investors Research Corp's Carlyle Secured Lending position peaked at $0 in Q1 2022.
107 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2022.

Based on Investors Research Corp's 13F filing for Q2 2022, filed 21 Jul 2022.