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Sugarloaf Wealth Management’s Carlyle Group CG Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$3.99K Buy
+79
New +$4K ﹤0.01% 590

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Sugarloaf Wealth Management's CG Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Carlyle Group (CG) in Q4 2024: 79 shares worth $3.99K. The stake represents ﹤0.01% of the portfolio and ranks #590 among its holdings.

566 funds tracked by Wall St. Rank hold CG as of Q4 2024.

  • Sugarloaf Wealth Management held 79 shares of Carlyle Group worth $3.99K as of Q4 2024.
  • Carlyle Group was a new Sugarloaf Wealth Management position in Q4 2024.
  • Carlyle Group made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #590 holding.
  • 566 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.