LMR Partners’s Carlyle Group CG Stock Holding History

LMR Partners’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	–	Sell	-600,000	Closed	-$19.2M	–	279
2019 Q4	$19.2M	Hold	600,000	–	–	0.03%	52
2019 Q3	$15.3M	Buy	+600,000	New	+$14.4M	0.76%	33

Other funds holding CG

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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

LMR Partners's CG Position: Q1 2020 in Review

LMR Partners sold out of Carlyle Group (CG) in Q1 2020, closing a stake of 600,000 shares — an estimated $19.2M sold.

LMR Partners first reported a position in CG in Q3 2019 and held it in 2 quarters. The position peaked at $19.2M in Q4 2019. 196 funds tracked by Wall St. Rank hold CG as of Q1 2020.

LMR Partners reported no remaining Carlyle Group position as of Q1 2020 after selling out during the quarter.
LMR Partners sold 600,000 Carlyle Group shares in Q1 2020, an estimated $19.2M.
LMR Partners first reported a position in Carlyle Group in Q3 2019 and held it in 2 quarters.
LMR Partners's Carlyle Group position peaked at $19.2M in Q4 2019.
196 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2020.

Based on LMR Partners's 13F filing for Q1 2020, filed 15 May 2020.