VAMG
CG icon

Voisard Asset Management Group’s Carlyle Group CG Stock Holding History

Voisard Asset Management Group’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 		– Sell
-11
Closed -$474 – 169
2024
Q3 		$474 Buy
+11
New +$462 ﹤0.01% 604

Other funds holding CG

BlackRock
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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

Voisard Asset Management Group's CG Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Carlyle Group (CG) in Q4 2024, closing a stake of 11 shares — an estimated $474 sold.

Voisard Asset Management Group first reported a position in CG in Q3 2024 and held it in 1 quarter. The position peaked at $474 in Q3 2024. 566 funds tracked by Wall St. Rank hold CG as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Carlyle Group position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 11 Carlyle Group shares in Q4 2024, an estimated $474.
  • Voisard Asset Management Group first reported a position in Carlyle Group in Q3 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's Carlyle Group position peaked at $474 in Q3 2024.
  • 566 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.