RIM
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Regent Investment Management’s Carlyle Group CG Stock Holding History

Regent Investment 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
2020
Q1 		– Sell
-8,196
Closed -$263K – 183
2019
Q4 		$263K Sell
8,196
-93
-1% -$2.63K 0.08% 178
2019
Q3 		$212K Buy
+8,289
New +$198K 0.07% 192

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Alkeon Capital Management
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Regent Investment Management's CG Position: Q1 2020 in Review

Regent Investment Management sold out of Carlyle Group (CG) in Q1 2020, closing a stake of 8,196 shares — an estimated $263K sold.

Regent Investment Management first reported a position in CG in Q3 2019 and held it in 2 quarters. The position peaked at $263K in Q4 2019. 196 funds tracked by Wall St. Rank hold CG as of Q1 2020.

  • Regent Investment Management reported no remaining Carlyle Group position as of Q1 2020 after selling out during the quarter.
  • Regent Investment Management sold 8,196 Carlyle Group shares in Q1 2020, an estimated $263K.
  • Regent Investment Management first reported a position in Carlyle Group in Q3 2019 and held it in 2 quarters.
  • Regent Investment Management's Carlyle Group position peaked at $263K in Q4 2019.
  • 196 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2020.

Based on Regent Investment Management's 13F filing for Q1 2020, filed 17 Apr 2020.