AIM
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Aigen Investment Management’s Carlyle Group CG Stock Holding History

Aigen Investment Management’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
-20,377
Closed -$877K – 764
2024
Q3 		$877K Buy
20,377
+7,500
+58% +$315K 0.17% 177
2024
Q2 		$517K Buy
12,877
+4,517
+54% +$195K 0.1% 299
2024
Q1 		$392K Buy
+8,360
New +$361K 0.09% 348
2022
Q4 		– Sell
-38,612
Closed -$998K – 553
2022
Q3 		$998K Buy
38,612
+9,717
+34% +$320K 0.14% 190
2022
Q2 		$915K Buy
+28,895
New +$1.11M 0.15% 197
2022
Q1 		– Sell
-43,346
Closed -$2.34M – 617
2021
Q4 		$2.34M Buy
+43,346
New +$2.36M 0.14% 187
2021
Q1 		– Sell
-10,456
Closed -$329K – 651
2020
Q4 		$329K Sell
10,456
-3,446
-25% -$97.1K 0.04% 535
2020
Q3 		$343K Buy
+13,902
New +$375K 0.04% 498

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Aigen Investment Management's CG Position: Q4 2024 in Review

Aigen Investment Management sold out of Carlyle Group (CG) in Q4 2024, closing a stake of 20,377 shares — an estimated $877K sold.

Aigen Investment Management first reported a position in CG in Q3 2020 and held it in 8 quarters. The position peaked at $2.34M in Q4 2021. 567 funds tracked by Wall St. Rank hold CG as of Q4 2024.

  • Aigen Investment Management reported no remaining Carlyle Group position as of Q4 2024 after selling out during the quarter.
  • Aigen Investment Management sold 20,377 Carlyle Group shares in Q4 2024, an estimated $877K.
  • Aigen Investment Management first reported a position in Carlyle Group in Q3 2020 and held it in 8 quarters.
  • Aigen Investment Management's Carlyle Group position peaked at $2.34M in Q4 2021.
  • 567 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2024.

Based on Aigen Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.