LWA
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Lenox Wealth Advisors’s Carlyle Group CG Stock Holding History

Lenox Wealth 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
2022
Q1 		$11K Buy
246
+121
+97% +$5.79K ﹤0.01% 463
2021
Q4 		$7K Buy
+125
New +$6.81K ﹤0.01% 551

Other funds holding CG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Lenox Wealth Advisors's CG Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Carlyle Group (CG) stake by 97% in Q1 2022, buying an estimated $5.79K and bringing the position to 246 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Lenox Wealth Advisors first reported a position in CG in Q4 2021 and has held it in 2 quarters since. 486 funds tracked by Wall St. Rank hold CG as of Q1 2022.

  • Lenox Wealth Advisors held 246 shares of Carlyle Group worth $11K as of Q1 2022.
  • Lenox Wealth Advisors bought 121 Carlyle Group shares in Q1 2022, an estimated $5.79K.
  • Carlyle Group made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #463 holding.
  • Lenox Wealth Advisors first reported a position in Carlyle Group in Q4 2021 and has held it in 2 quarters since.
  • 486 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.