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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

VVP

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

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

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Navellier & Associates's CG Position: Q1 2020 in Review

Navellier & Associates sold out of Carlyle Group (CG) in Q1 2020, closing a stake of 8,000 shares — an estimated $257K sold.

Navellier & Associates first reported a position in CG in Q3 2017 and held it in 4 quarters. The position peaked at $823K in Q1 2018. 196 funds tracked by Wall St. Rank hold CG as of Q1 2020.

Navellier & Associates reported no remaining Carlyle Group position as of Q1 2020 after selling out during the quarter.
Navellier & Associates sold 8,000 Carlyle Group shares in Q1 2020, an estimated $257K.
Navellier & Associates first reported a position in Carlyle Group in Q3 2017 and held it in 4 quarters.
Navellier & Associates's Carlyle Group position peaked at $823K in Q1 2018.
196 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2020.

Based on Navellier & Associates's 13F filing for Q1 2020, filed 13 May 2020.