MLL
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Moody Lynn & Lieberson’s Carlyle Group CG Stock Holding History

Moody Lynn & Lieberson’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
2022
Q1 		– Sell
-28,589
Closed -$1.57M – 235
2021
Q4 		$1.57M Buy
+28,589
New +$1.56M 0.11% 100

Other funds holding CG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Moody Lynn & Lieberson's CG Position: Q1 2022 in Review

Moody Lynn & Lieberson sold out of Carlyle Group (CG) in Q1 2022, closing a stake of 28,589 shares — an estimated $1.57M sold.

Moody Lynn & Lieberson first reported a position in CG in Q4 2021 and held it in 1 quarter. The position peaked at $1.57M in Q4 2021. 486 funds tracked by Wall St. Rank hold CG as of Q1 2022.

  • Moody Lynn & Lieberson reported no remaining Carlyle Group position as of Q1 2022 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 28,589 Carlyle Group shares in Q1 2022, an estimated $1.57M.
  • Moody Lynn & Lieberson first reported a position in Carlyle Group in Q4 2021 and held it in 1 quarter.
  • Moody Lynn & Lieberson's Carlyle Group position peaked at $1.57M in Q4 2021.
  • 486 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2022.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2022, filed 27 Apr 2022.