Luther King Capital Management (LKCM)
CG icon

Luther King Capital Management (LKCM)’s Carlyle Group CG Stock Holding History

Luther King Capital Management (LKCM)’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
2021
Q3 		– Sell
-4,700
Closed -$218K – 604
2021
Q2 		$218K Buy
+4,700
New +$200K ﹤0.01% 590

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Luther King Capital Management (LKCM)'s CG Position: Q3 2021 in Review

Luther King Capital Management (LKCM) sold out of Carlyle Group (CG) in Q3 2021, closing a stake of 4,700 shares — an estimated $218K sold.

Luther King Capital Management (LKCM) first reported a position in CG in Q2 2021 and held it in 1 quarter. The position peaked at $218K in Q2 2021. 395 funds tracked by Wall St. Rank hold CG as of Q3 2021.

  • Luther King Capital Management (LKCM) reported no remaining Carlyle Group position as of Q3 2021 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 4,700 Carlyle Group shares in Q3 2021, an estimated $218K.
  • Luther King Capital Management (LKCM) first reported a position in Carlyle Group in Q2 2021 and held it in 1 quarter.
  • Luther King Capital Management (LKCM)'s Carlyle Group position peaked at $218K in Q2 2021.
  • 395 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2021.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2021, filed 10 Nov 2021.