Leo Brokerage’s Carlyle Group CG Stock Holding History

Leo Brokerage’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
2023 Q2	$1.39M	Buy	+43,386	New	+$1.27M	0.16%	100

Other funds holding CG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

VVP

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Leo Brokerage's CG Position: Q2 2023 in Review

Leo Brokerage opened a new position in Carlyle Group (CG) in Q2 2023: 43,386 shares worth $1.39M. The stake represents 0.16% of the portfolio and ranks #100 among its holdings.

396 funds tracked by Wall St. Rank hold CG as of Q2 2023.

Leo Brokerage held 43,386 shares of Carlyle Group worth $1.39M as of Q2 2023.
Carlyle Group was a new Leo Brokerage position in Q2 2023.
Carlyle Group made up 0.16% of Leo Brokerage's portfolio in Q2 2023, its #100 holding.
396 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.