JA
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JOYN Advisors’s Carlyle Group CG Stock Holding History

JOYN 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
2019
Q4 		– Sell
-8,315
Closed -$213K – 126
2019
Q3 		$213K Buy
+8,315
New +$199K 0.05% 108
2019
Q2 		– Sell
-10,851
Closed -$198K – 130
2019
Q1 		$198K Sell
10,851
-630
-5% -$11.4K 0.05% 112
2018
Q4 		$181K Buy
11,481
+630
+6% +$12K 0.04% 120
2018
Q3 		$245K Hold
10,851
– – 0.05% 125
2018
Q2 		$231K Buy
+10,851
New +$234K 0.05% 129

Other funds holding CG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return