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Jackson Square Partners’s Carlyle Group CG Stock Holding History

Jackson Square Partners’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
2021
Q3 		– Sell
-2,827,121
Closed -$131M – 97
2021
Q2 		$131M Sell
2,827,121
-398,951
-12% -$17M 0.75% 54
2021
Q1 		$119M Sell
3,226,072
-46,489
-1% -$1.63M 0.67% 62
2020
Q4 		$103M Sell
3,272,561
-97,199
-3% -$2.74M 0.41% 68
2020
Q3 		$83.1M Sell
3,369,760
-39,947
-1% -$1.08M 0.39% 65
2020
Q2 		$95.1M Buy
3,409,707
+14,344
+0.4% +$368K 0.48% 55
2020
Q1 		$73.5M Buy
+3,395,363
New +$97.9M 0.46% 54

Other funds holding CG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Jackson Square Partners's CG Position: Q3 2021 in Review

Jackson Square Partners sold out of Carlyle Group (CG) in Q3 2021, closing a stake of 2,827,121 shares — an estimated $131M sold.

Jackson Square Partners first reported a position in CG in Q1 2020 and held it in 6 quarters. The position peaked at $131M in Q2 2021. 395 funds tracked by Wall St. Rank hold CG as of Q3 2021.

  • Jackson Square Partners reported no remaining Carlyle Group position as of Q3 2021 after selling out during the quarter.
  • Jackson Square Partners sold 2,827,121 Carlyle Group shares in Q3 2021, an estimated $131M.
  • Jackson Square Partners first reported a position in Carlyle Group in Q1 2020 and held it in 6 quarters.
  • Jackson Square Partners's Carlyle Group position peaked at $131M in Q2 2021.
  • 395 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2021.

Based on Jackson Square Partners's 13F filing for Q3 2021, filed 12 Nov 2021.