Lebenthal Global Advisors’s Carlyle Group CG Stock Holding History

Lebenthal Global 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
2021 Q1	–	Sell	-3,847	Closed	-$120K	–	197
2020 Q4	$120K	Buy	+3,847	New	+$108K	0.09%	154

Other funds holding CG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JSP

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

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Lebenthal Global Advisors's CG Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Carlyle Group (CG) in Q1 2021, closing a stake of 3,847 shares — an estimated $120K sold.

Lebenthal Global Advisors first reported a position in CG in Q4 2020 and held it in 1 quarter. The position peaked at $120K in Q4 2020. 318 funds tracked by Wall St. Rank hold CG as of Q1 2021.

Lebenthal Global Advisors reported no remaining Carlyle Group position as of Q1 2021 after selling out during the quarter.
Lebenthal Global Advisors sold 3,847 Carlyle Group shares in Q1 2021, an estimated $120K.
Lebenthal Global Advisors first reported a position in Carlyle Group in Q4 2020 and held it in 1 quarter.
Lebenthal Global Advisors's Carlyle Group position peaked at $120K in Q4 2020.
318 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.