Koch Industries’s Carlyle Group CG Stock Holding History

Koch Industries’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
2018 Q2	–	Sell	-18,016	Closed	-$385K	–	118
2018 Q1	$385K	Buy	18,016 +1,236	+7%	+$29.1K	0.04%	527
2017 Q4	$384K	Buy	+16,780	New	+$375K	0.06%	343
2017 Q1	–	Sell	-10,973	Closed	-$167K	–	273
2016 Q4	$167K	Buy	+10,973	New	+$169K	0.38%	54

Other funds holding CG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PGH

Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Koch Industries's CG Position: Q2 2018 in Review

Koch Industries sold out of Carlyle Group (CG) in Q2 2018, closing a stake of 18,016 shares — an estimated $385K sold.

Koch Industries first reported a position in CG in Q4 2016 and held it in 3 quarters. The position peaked at $385K in Q1 2018. 161 funds tracked by Wall St. Rank hold CG as of Q2 2018.

Koch Industries reported no remaining Carlyle Group position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 18,016 Carlyle Group shares in Q2 2018, an estimated $385K.
Koch Industries first reported a position in Carlyle Group in Q4 2016 and held it in 3 quarters.
Koch Industries's Carlyle Group position peaked at $385K in Q1 2018.
161 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.