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Jaffetilchin Investment Partners’s Carlyle Secured Lending CGBD Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-1,111
Closed -$18.9K – 521
2024
Q3 		$18.9K Buy
+1,111
New +$19.2K ﹤0.01% 784

Other funds holding CGBD

Morgan Stanley
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jaffetilchin Investment Partners's CGBD Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Carlyle Secured Lending (CGBD) in Q4 2024, closing a stake of 1,111 shares — an estimated $18.9K sold.

Jaffetilchin Investment Partners first reported a position in CGBD in Q3 2024 and held it in 1 quarter. The position peaked at $18.9K in Q3 2024. 115 funds tracked by Wall St. Rank hold CGBD as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Carlyle Secured Lending position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,111 Carlyle Secured Lending shares in Q4 2024, an estimated $18.9K.
  • Jaffetilchin Investment Partners first reported a position in Carlyle Secured Lending in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Carlyle Secured Lending position peaked at $18.9K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.