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Alpine Global Management’s Carlyle Group CG Stock Holding History

Alpine Global 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
2026
Q1 		$256K Buy
+5,290
New +$292K 0.04% 155
2020
Q2 		– Sell
-59,738
Closed -$1.29M – 338
2020
Q1 		$1.29M Buy
+59,738
New +$1.72M 0.27% 51
2018
Q4 		– Sell
-11,426
Closed -$258K – 241
2018
Q3 		$258K Buy
+11,426
New +$269K 0.05% 70

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Alpine Global Management's CG Position: Q1 2026 in Review

Alpine Global Management opened a new position in Carlyle Group (CG) in Q1 2026: 5,290 shares worth $256K. The stake represents 0.04% of the portfolio and ranks #155 among its holdings. This is a return to the name: Alpine Global Management previously reported a position in CG as recently as Q1 2020.

Alpine Global Management first reported a position in CG in Q3 2018 and has held it in 3 quarters since. The position peaked at $1.29M in Q1 2020. 600 funds tracked by Wall St. Rank hold CG as of Q1 2026.

  • Alpine Global Management held 5,290 shares of Carlyle Group worth $256K as of Q1 2026.
  • Carlyle Group was a new Alpine Global Management position in Q1 2026.
  • Carlyle Group made up 0.04% of Alpine Global Management's portfolio in Q1 2026, its #155 holding.
  • Alpine Global Management first reported a position in Carlyle Group in Q3 2018 and has held it in 3 quarters since.
  • Alpine Global Management's Carlyle Group position peaked at $1.29M in Q1 2020.
  • 600 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Alpine Global Management's 13F filing for Q1 2026, filed 15 May 2026.