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Lockheed Martin Investment Management’s Carlyle Group CG Stock Holding History

Lockheed Martin Investment 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
2018
Q2 		– Sell
-54,200
Closed -$1.16M – 91
2018
Q1 		$1.16M Hold
54,200
– – 0.05% 89
2017
Q4 		$1.24M Hold
54,200
– – 0.06% 85
2017
Q3 		$1.28M Buy
+54,200
New +$1.16M 0.07% 95

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Lockheed Martin Investment Management's CG Position: Q2 2018 in Review

Lockheed Martin Investment Management sold out of Carlyle Group (CG) in Q2 2018, closing a stake of 54,200 shares — an estimated $1.16M sold.

Lockheed Martin Investment Management first reported a position in CG in Q3 2017 and held it in 3 quarters. The position peaked at $1.28M in Q3 2017. 161 funds tracked by Wall St. Rank hold CG as of Q2 2018.

  • Lockheed Martin Investment Management reported no remaining Carlyle Group position as of Q2 2018 after selling out during the quarter.
  • Lockheed Martin Investment Management sold 54,200 Carlyle Group shares in Q2 2018, an estimated $1.16M.
  • Lockheed Martin Investment Management first reported a position in Carlyle Group in Q3 2017 and held it in 3 quarters.
  • Lockheed Martin Investment Management's Carlyle Group position peaked at $1.28M in Q3 2017.
  • 161 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2018.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.