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Navellier & Associates’s Carlyle Group CG Stock Holding History

Navellier & Associates’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
2020
Q1 		– Sell
-8,000
Closed -$257K – 236
2019
Q4 		$257K Buy
+8,000
New +$226K 0.04% 250
2018
Q2 		– Sell
-38,528
Closed -$823K – 308
2018
Q1 		$823K Buy
38,528
+6,464
+20% +$152K 0.12% 150
2017
Q4 		$734K Buy
32,064
+3,539
+12% +$79.1K 0.14% 156
2017
Q3 		$673K Buy
+28,525
New +$608K 0.13% 118

Other funds holding CG

VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return