My Personal CFO LLC’s Carlyle Group CG Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-18	Closed	-$537	–	195
2022 Q4	$537	Buy	+18	New	+$514	﹤0.01%	742

Other funds holding CG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

My Personal CFO LLC's CG Position: Q1 2023 in Review

My Personal CFO LLC sold out of Carlyle Group (CG) in Q1 2023, closing a stake of 18 shares — an estimated $537 sold.

My Personal CFO LLC first reported a position in CG in Q4 2022 and held it in 1 quarter. The position peaked at $537 in Q4 2022. 430 funds tracked by Wall St. Rank hold CG as of Q1 2023.

My Personal CFO LLC reported no remaining Carlyle Group position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 18 Carlyle Group shares in Q1 2023, an estimated $537.
My Personal CFO LLC first reported a position in Carlyle Group in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Carlyle Group position peaked at $537 in Q4 2022.
430 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.