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Oversea-Chinese Banking Corp (OCBC)’s Carlyle Group CG Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’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
2024
Q4 		– Sell
-6,661
Closed -$287K – 382
2024
Q3 		$287K Buy
6,661
+1,107
+20% +$46.4K 0.01% 342
2024
Q2 		$223K Hold
5,554
– – 0.01% 354
2024
Q1 		$261K Buy
+5,554
New +$240K 0.01% 326

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC)'s CG Position: Q4 2024 in Review

Oversea-Chinese Banking Corp (OCBC) sold out of Carlyle Group (CG) in Q4 2024, closing a stake of 6,661 shares — an estimated $287K sold.

Oversea-Chinese Banking Corp (OCBC) first reported a position in CG in Q1 2024 and held it in 3 quarters. The position peaked at $287K in Q3 2024. 566 funds tracked by Wall St. Rank hold CG as of Q4 2024.

  • Oversea-Chinese Banking Corp (OCBC) reported no remaining Carlyle Group position as of Q4 2024 after selling out during the quarter.
  • Oversea-Chinese Banking Corp (OCBC) sold 6,661 Carlyle Group shares in Q4 2024, an estimated $287K.
  • Oversea-Chinese Banking Corp (OCBC) first reported a position in Carlyle Group in Q1 2024 and held it in 3 quarters.
  • Oversea-Chinese Banking Corp (OCBC)'s Carlyle Group position peaked at $287K in Q3 2024.
  • 566 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2024.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q4 2024, filed 11 Feb 2025.