LNWWM
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Laird Norton Wetherby Wealth Management’s Carlyle Group CG Stock Holding History

Laird Norton Wetherby Wealth Management’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
Q2 		– Sell
-7,343
Closed -$270K – 932
2021
Q1 		$270K Sell
7,343
-2,703
-27% -$94.8K 0.02% 641
2020
Q4 		$316K Hold
10,046
– – 0.02% 645
2020
Q3 		$248K Hold
10,046
– – 0.02% 578
2020
Q2 		$280K Hold
10,046
– – 0.03% 537
2020
Q1 		$217K Buy
+10,046
New +$290K 0.02% 553

Other funds holding CG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CG Position: Q2 2021 in Review

Laird Norton Wetherby Wealth Management sold out of Carlyle Group (CG) in Q2 2021, closing a stake of 7,343 shares — an estimated $270K sold.

Laird Norton Wetherby Wealth Management first reported a position in CG in Q1 2020 and held it in 5 quarters. The position peaked at $316K in Q4 2020. 344 funds tracked by Wall St. Rank hold CG as of Q2 2021.

  • Laird Norton Wetherby Wealth Management reported no remaining Carlyle Group position as of Q2 2021 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 7,343 Carlyle Group shares in Q2 2021, an estimated $270K.
  • Laird Norton Wetherby Wealth Management first reported a position in Carlyle Group in Q1 2020 and held it in 5 quarters.
  • Laird Norton Wetherby Wealth Management's Carlyle Group position peaked at $316K in Q4 2020.
  • 344 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2021.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.