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Squar Milner Financial Services’s Carlyle Group CG Stock Holding History

Squar Milner Financial 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 		– Sell
-8,040
Closed -$224K – 36
2020
Q2 		$224K Hold
8,040
– – 0.13% 188
2020
Q1 		$174K Buy
+8,040
New +$232K 0.1% 181

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Vanguard Group
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Squar Milner Financial Services's CG Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Carlyle Group (CG) in Q3 2020, closing a stake of 8,040 shares — an estimated $224K sold.

Squar Milner Financial Services first reported a position in CG in Q1 2020 and held it in 2 quarters. The position peaked at $224K in Q2 2020. 262 funds tracked by Wall St. Rank hold CG as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Carlyle Group position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 8,040 Carlyle Group shares in Q3 2020, an estimated $224K.
  • Squar Milner Financial Services first reported a position in Carlyle Group in Q1 2020 and held it in 2 quarters.
  • Squar Milner Financial Services's Carlyle Group position peaked at $224K in Q2 2020.
  • 262 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.