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Mizuho Markets Americas’s Carlyle Group CG Stock Holding History

Mizuho Markets Americas’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
Q4 		– Sell
-552,989
Closed -$16.7M – 175
2023
Q3 		$16.7M Buy
+552,989
New +$17.8M 0.58% 31

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Mizuho Markets Americas's CG Position: Q4 2023 in Review

Mizuho Markets Americas sold out of Carlyle Group (CG) in Q4 2023, closing a stake of 552,989 shares — an estimated $16.7M sold.

Mizuho Markets Americas first reported a position in CG in Q3 2023 and held it in 1 quarter. The position peaked at $16.7M in Q3 2023. 472 funds tracked by Wall St. Rank hold CG as of Q4 2023.

  • Mizuho Markets Americas reported no remaining Carlyle Group position as of Q4 2023 after selling out during the quarter.
  • Mizuho Markets Americas sold 552,989 Carlyle Group shares in Q4 2023, an estimated $16.7M.
  • Mizuho Markets Americas first reported a position in Carlyle Group in Q3 2023 and held it in 1 quarter.
  • Mizuho Markets Americas's Carlyle Group position peaked at $16.7M in Q3 2023.
  • 472 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2023.

Based on Mizuho Markets Americas's 13F filing for Q4 2023, filed 8 Feb 2024.