PCM
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Princeton Capital Management’s Carlyle Group CG Stock Holding History

Princeton Capital Management’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
Q4 		– Sell
-3,400
Closed -$87K – 111
2019
Q3 		$87K Buy
+3,400
New +$81.3K 0.04% 119

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JP Morgan Chase
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UBS Group
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AIM
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VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Princeton Capital Management's CG Position: Q4 2019 in Review

Princeton Capital Management sold out of Carlyle Group (CG) in Q4 2019, closing a stake of 3,400 shares — an estimated $87K sold.

Princeton Capital Management first reported a position in CG in Q3 2019 and held it in 1 quarter. The position peaked at $87K in Q3 2019. 174 funds tracked by Wall St. Rank hold CG as of Q4 2019.

  • Princeton Capital Management reported no remaining Carlyle Group position as of Q4 2019 after selling out during the quarter.
  • Princeton Capital Management sold 3,400 Carlyle Group shares in Q4 2019, an estimated $87K.
  • Princeton Capital Management first reported a position in Carlyle Group in Q3 2019 and held it in 1 quarter.
  • Princeton Capital Management's Carlyle Group position peaked at $87K in Q3 2019.
  • 174 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2019.

Based on Princeton Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.