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Synovus Financial’s Carlyle Secured Lending CGBD Stock Holding History

Synovus Financial’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-25,000
Closed -$358K – 839
2022
Q4 		$358K Hold
25,000
– – ﹤0.01% 698
2022
Q3 		$286K Hold
25,000
– – ﹤0.01% 716
2022
Q2 		$318K Hold
25,000
– – ﹤0.01% 702
2022
Q1 		$360K Buy
+25,000
New +$354K ﹤0.01% 697
2020
Q2 		– Sell
-6,789
Closed -$35K – 1647
2020
Q1 		$35K Hold
6,789
– – ﹤0.01% 1207
2019
Q4 		$91K Buy
6,789
+350
+5% +$4.85K ﹤0.01% 825
2019
Q3 		$93K Buy
6,439
+666
+12% +$9.79K ﹤0.01% 783
2019
Q2 		$88K Hold
5,773
– – ﹤0.01% 726
2019
Q1 		$84K Buy
5,773
+1,421
+33% +$20.9K ﹤0.01% 720
2018
Q4 		$54K Buy
+4,352
New +$66K ﹤0.01% 777

Other funds holding CGBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return