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Sterling Investment Advisors (Pennsylvania)’s Carlyle Group CG Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2019
Q4 		– Sell
-25
Closed -$1K – 409
2019
Q3 		$1K Buy
+25
New +$598 ﹤0.01% 404

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s CG Position: Q4 2019 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Carlyle Group (CG) in Q4 2019, closing a stake of 25 shares — an estimated $1K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in CG in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 174 funds tracked by Wall St. Rank hold CG as of Q4 2019.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Carlyle Group position as of Q4 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 25 Carlyle Group shares in Q4 2019, an estimated $1K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Carlyle Group in Q3 2019 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Carlyle Group position peaked at $1K in Q3 2019.
  • 174 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2019.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2019, filed 10 Feb 2020.