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Loring Wolcott & Coolidge Fiduciary Advisors’s Carlyle Group CG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2024
Q3 		– Sell
-200
Closed -$9.3K – 576
2024
Q2 		$9.3K Buy
+200
New +$8.63K ﹤0.01% 494

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CG Position: Q3 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Carlyle Group (CG) in Q3 2024, closing a stake of 200 shares — an estimated $9.3K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CG in Q2 2024 and held it in 1 quarter. The position peaked at $9.3K in Q2 2024. 523 funds tracked by Wall St. Rank hold CG as of Q3 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Carlyle Group position as of Q3 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 200 Carlyle Group shares in Q3 2024, an estimated $9.3K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Carlyle Group in Q2 2024 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Carlyle Group position peaked at $9.3K in Q2 2024.
  • 523 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.