Suntrust Banks’s Carlyle Group CG Stock Holding History

Suntrust Banks’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 Q3	$209K	Buy	12,848 +119	+0.9%	+$2.85K	﹤0.01%	1246
2019 Q2	$207K	Buy	12,729 +154	+1%	+$3.17K	﹤0.01%	1259
2019 Q1	$205K	Buy	12,575 +1,348	+12%	+$24.5K	﹤0.01%	1224
2018 Q4	$183K	Buy	11,227 +1,770	+19%	+$33.6K	﹤0.01%	1199
2018 Q3	$213K	Buy	+9,457	New	+$222K	﹤0.01%	1194
2017 Q4	–	Sell	-8,990	Closed	-$212K	–	1245
2017 Q3	$212K	Buy	+8,990	New	+$192K	﹤0.01%	1178

Other funds holding CG

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AIM

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Suntrust Banks's CG Position: Q3 2019 in Review

Suntrust Banks increased its Carlyle Group (CG) stake by 0.93% in Q3 2019, buying an estimated $2.85K and bringing the position to 12,848 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Suntrust Banks first reported a position in CG in Q3 2017 and has held it in 6 quarters since. The position peaked at $213K in Q3 2018. 175 funds tracked by Wall St. Rank hold CG as of Q3 2019.

Suntrust Banks held 12,848 shares of Carlyle Group worth $209K as of Q3 2019.
Suntrust Banks bought 119 Carlyle Group shares in Q3 2019, an estimated $2.85K.
Carlyle Group made up ﹤0.01% of Suntrust Banks's portfolio in Q3 2019, its #1246 holding.
Suntrust Banks first reported a position in Carlyle Group in Q3 2017 and has held it in 6 quarters since.
Suntrust Banks's Carlyle Group position peaked at $213K in Q3 2018.
175 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.