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Raleigh Capital Management’s Carlyle Secured Lending CGBD Stock Holding History

Raleigh Capital Management’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-600
Closed -$10.8K – 650
2024
Q4 		$10.8K Hold
600
– – ﹤0.01% 600
2024
Q3 		$10.2K Buy
600
+80
+15% +$1.38K ﹤0.01% 587
2024
Q2 		$9.22K Buy
+520
New +$9.03K ﹤0.01% 587

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Raleigh Capital Management's CGBD Position: Q1 2025 in Review

Raleigh Capital Management sold out of Carlyle Secured Lending (CGBD) in Q1 2025, closing a stake of 600 shares — an estimated $10.8K sold.

Raleigh Capital Management first reported a position in CGBD in Q2 2024 and held it in 3 quarters. The position peaked at $10.8K in Q4 2024. 119 funds tracked by Wall St. Rank hold CGBD as of Q1 2025.

  • Raleigh Capital Management reported no remaining Carlyle Secured Lending position as of Q1 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 600 Carlyle Secured Lending shares in Q1 2025, an estimated $10.8K.
  • Raleigh Capital Management first reported a position in Carlyle Secured Lending in Q2 2024 and held it in 3 quarters.
  • Raleigh Capital Management's Carlyle Secured Lending position peaked at $10.8K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.