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Shine Investment Advisory Services’s Carlyle Group CG Stock Holding History

Shine Investment Advisory Services’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
Q3 		$24K Hold
953
– – 0.01% 422
2020
Q2 		$27K Buy
+953
New +$24.5K 0.01% 409

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Shine Investment Advisory Services's CG Position: Q3 2020 in Review

Shine Investment Advisory Services held its Carlyle Group (CG) position steady in Q3 2020 at 953 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #422.

Shine Investment Advisory Services first reported a position in CG in Q2 2020 and has held it in 2 quarters since. The position peaked at $27K in Q2 2020. 262 funds tracked by Wall St. Rank hold CG as of Q3 2020.

  • Shine Investment Advisory Services held 953 shares of Carlyle Group worth $24K as of Q3 2020.
  • Shine Investment Advisory Services left its Carlyle Group share count unchanged in Q3 2020.
  • Carlyle Group made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #422 holding.
  • Shine Investment Advisory Services first reported a position in Carlyle Group in Q2 2020 and has held it in 2 quarters since.
  • Shine Investment Advisory Services's Carlyle Group position peaked at $27K in Q2 2020.
  • 262 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.