Carlyle Group Inc.

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Carlyle Group is based out of Washington. Their last reported 13F filing for Q1 2022 included $8,360,471,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Carlyle Group's largest holding is Atotech BV with shares held of 153,672,703. Carlyle Group has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 53 13F filings, 18 13D filings, 63 13G filings, and 140 Form 4 filings

03/31/2022

Top Buys

  • Name% Change

03/31/2022

13F Activity

  • Market Value $8.36 Billion
  • Prior Market Value $9.623 Billion
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of1 stock
  • Reduced holdings in1 stock
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:14.29%
  • Turnover Alt % [2]: %
  • Time Held Top20:6.86 quarters
  • Time Held Top10:5.00 quarters
  • Time Held All:6.86 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-05-16

Performance for Q1 2022: 3.53%
Performance Last 4 Quarters: -21.14%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
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Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
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Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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Insider Transactions in the past year

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WhaleScore history for Carlyle Group Inc.

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