Surevest, LLC’s Carlyle Group Inc Position
Does Surevest, LLC own Carlyle Group Inc (CG)? Not currently — the last reported position was 94.0K shares worth $2M in Q1 2020; the fund’s latest 13F (Q3 2022) no longer reports it.
Position Value
$2M
Q1 2020
Shares
94.0K
% of Portfolio
+1.11%
Quarters Held
1
position exited
Position History CG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2020 | 94.0K | $2M | +1.11% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surevest, LLC’s full portfolio or all institutional holders of CG.