Salomon & Ludwin’s Carlyle Group CG Stock Holding History

Salomon & Ludwin’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	-648	Closed	-$21K	–	229
2019 Q4	$21K	Hold	648	–	–	﹤0.01%	154
2019 Q3	$17K	Hold	648	–	–	﹤0.01%	144
2019 Q2	$15K	Buy	+648	New	+$13.3K	﹤0.01%	136

Other funds holding CG

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Salomon & Ludwin's CG Position: Q1 2020 in Review

Salomon & Ludwin sold out of Carlyle Group (CG) in Q1 2020, closing a stake of 648 shares — an estimated $21K sold.

Salomon & Ludwin first reported a position in CG in Q2 2019 and held it in 3 quarters. The position peaked at $21K in Q4 2019. 196 funds tracked by Wall St. Rank hold CG as of Q1 2020.

Salomon & Ludwin reported no remaining Carlyle Group position as of Q1 2020 after selling out during the quarter.
Salomon & Ludwin sold 648 Carlyle Group shares in Q1 2020, an estimated $21K.
Salomon & Ludwin first reported a position in Carlyle Group in Q2 2019 and held it in 3 quarters.
Salomon & Ludwin's Carlyle Group position peaked at $21K in Q4 2019.
196 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2020.

Based on Salomon & Ludwin's 13F filing for Q1 2020, filed 3 Apr 2020.