Ariel Investments’s Carlyle Group CG Stock Holding History

Ariel Investments’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	$193M	Buy	3,981,757 +31,424	+0.8%	+$1.73M	2.16%	21
2025 Q4	$234M	Sell	3,950,333 -283,053	-7%	-$16.1M	2.52%	13
2025 Q3	$265M	Sell	4,233,386 -472,158	-10%	-$29.5M	2.84%	9
2025 Q2	$242M	Sell	4,705,544 -133,669	-3%	-$5.76M	2.74%	10
2025 Q1	$211M	Sell	4,839,213 -71,523	-1%	-$3.55M	2.48%	10
2024 Q4	$248M	Sell	4,910,736 -177,661	-3%	-$9.01M	2.65%	7
2024 Q3	$219M	Buy	5,088,397 +150,672	+3%	+$6.32M	2.24%	13
2024 Q2	$198M	Buy	4,937,725 +54,805	+1%	+$2.37M	2.15%	15
2024 Q1	$229M	Sell	4,882,920 -1,504,398	-24%	-$65M	2.25%	12
2023 Q4	$260M	Buy	6,387,318 +22,790	+0.4%	+$750K	2.59%	4
2023 Q3	$192M	Buy	6,364,528 +918,114	+17%	+$29.6M	2.03%	15
2023 Q2	$174M	Buy	5,446,414 +2,413,794	+80%	+$70.5M	1.65%	25
2023 Q1	$94.2M	Buy	3,032,620 +106,228	+4%	+$3.54M	0.91%	45
2022 Q4	$87.3M	Buy	+2,926,392	New	+$83.5M	0.89%	44

Other funds holding CG

BlackRock New York $5.7T 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 $74.9B AUM 11.27% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $134B 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