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Jenkins Wealth’s Carlyle Secured Lending CGBD Stock Holding History

Jenkins Wealth’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
Q4 		$346K Buy
+24,148
New +$323K 0.14% 62

Other funds holding CGBD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Jenkins Wealth's CGBD Position: Q4 2022 in Review

Jenkins Wealth opened a new position in Carlyle Secured Lending (CGBD) in Q4 2022: 24,148 shares worth $346K. The stake represents 0.14% of the portfolio and ranks #62 among its holdings.

110 funds tracked by Wall St. Rank hold CGBD as of Q4 2022.

  • Jenkins Wealth held 24,148 shares of Carlyle Secured Lending worth $346K as of Q4 2022.
  • Carlyle Secured Lending was a new Jenkins Wealth position in Q4 2022.
  • Carlyle Secured Lending made up 0.14% of Jenkins Wealth's portfolio in Q4 2022, its #62 holding.
  • 110 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q4 2022.

Based on Jenkins Wealth's 13F filing for Q4 2022, filed 11 Jan 2023.