Osborn Williams & Donohoe’s Carlyle Group CG Stock Holding History

Osborn Williams & Donohoe’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
2019 Q2	–	Sell	-500	Closed	-$9K	–	376
2019 Q1	$9K	Buy	+500	New	+$9.08K	﹤0.01%	635

Other funds holding CG

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Osborn Williams & Donohoe's CG Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Carlyle Group (CG) in Q2 2019, closing a stake of 500 shares — an estimated $9K sold.

Osborn Williams & Donohoe first reported a position in CG in Q1 2019 and held it in 1 quarter. The position peaked at $9K in Q1 2019. 148 funds tracked by Wall St. Rank hold CG as of Q2 2019.

Osborn Williams & Donohoe reported no remaining Carlyle Group position as of Q2 2019 after selling out during the quarter.
Osborn Williams & Donohoe sold 500 Carlyle Group shares in Q2 2019, an estimated $9K.
Osborn Williams & Donohoe first reported a position in Carlyle Group in Q1 2019 and held it in 1 quarter.
Osborn Williams & Donohoe's Carlyle Group position peaked at $9K in Q1 2019.
148 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.