VFA
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Voya Financial Advisors’s Carlyle Group CG Stock Holding History

Voya Financial Advisors’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
2020
Q1 		– Sell
-13,836
Closed -$439K – 591
2019
Q4 		$439K Buy
+13,836
New +$391K 0.02% 423

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Alkeon Capital Management
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Voya Financial Advisors's CG Position: Q1 2020 in Review

Voya Financial Advisors sold out of Carlyle Group (CG) in Q1 2020, closing a stake of 13,836 shares — an estimated $439K sold.

Voya Financial Advisors first reported a position in CG in Q4 2019 and held it in 1 quarter. The position peaked at $439K in Q4 2019. 196 funds tracked by Wall St. Rank hold CG as of Q1 2020.

  • Voya Financial Advisors reported no remaining Carlyle Group position as of Q1 2020 after selling out during the quarter.
  • Voya Financial Advisors sold 13,836 Carlyle Group shares in Q1 2020, an estimated $439K.
  • Voya Financial Advisors first reported a position in Carlyle Group in Q4 2019 and held it in 1 quarter.
  • Voya Financial Advisors's Carlyle Group position peaked at $439K in Q4 2019.
  • 196 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2020.

Based on Voya Financial Advisors's 13F filing for Q1 2020, filed 15 May 2020.