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Plante Moran Financial Advisors’s Carlyle Group CG Stock Holding History

Plante Moran Financial Advisors’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
Q2 		– Sell
-300
Closed -$9.32K – 809
2023
Q1 		$9.32K Sell
300
-21
-7% -$701 ﹤0.01% 575
2022
Q4 		$9.57K Hold
321
– – ﹤0.01% 586
2022
Q3 		$8K Buy
321
+1
+0.3% +$33 ﹤0.01% 613
2022
Q2 		$10K Hold
320
– – ﹤0.01% 605
2022
Q1 		$16K Buy
320
+20
+7% +$957 ﹤0.01% 533
2021
Q4 		$16K Hold
300
– – ﹤0.01% 599
2021
Q3 		$14K Hold
300
– – ﹤0.01% 632
2021
Q2 		$14K Hold
300
– – ﹤0.01% 628
2021
Q1 		$11K Buy
+300
New +$10.5K ﹤0.01% 631
2014
Q3 		– Sell
-700
Closed -$24K – 793
2014
Q2 		$24K Buy
+700
New +$23K 0.02% 357

Other funds holding CG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM