Lake Point Wealth Management’s Carlyle Group CG Stock Holding History

Lake Point 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
2020 Q1	$2K	Buy	75 +25	+50%	+$721	﹤0.01%	254
2019 Q4	$2K	Buy	+50	New	+$1.41K	﹤0.01%	475

Other funds holding CG

AIM

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Lake Point Wealth Management's CG Position: Q1 2020 in Review

Lake Point Wealth Management increased its Carlyle Group (CG) stake by 50% in Q1 2020, buying an estimated $721 and bringing the position to 75 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Lake Point Wealth Management first reported a position in CG in Q4 2019 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold CG as of Q1 2020.

Lake Point Wealth Management held 75 shares of Carlyle Group worth $2K as of Q1 2020.
Lake Point Wealth Management bought 25 Carlyle Group shares in Q1 2020, an estimated $721.
Carlyle Group made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #254 holding.
Lake Point Wealth Management first reported a position in Carlyle Group in Q4 2019 and has held it in 2 quarters since.
196 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.