Beutel, Goodman & Co’s Carlyle Group CG Stock Holding History

Beutel, Goodman & Co’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	$73.5M	Sell	1,518,992 -916,145	-38%	-$50.5M	0.5%	55
2025 Q4	$144M	Sell	2,435,137 -187,075	-7%	-$10.6M	0.88%	49
2025 Q3	$164M	Sell	2,622,212 -149,418	-5%	-$9.33M	0.99%	47
2025 Q2	$142M	Sell	2,771,630 -81,569	-3%	-$3.51M	0.81%	47
2025 Q1	$124M	Buy	2,853,199 +12,127	+0.4%	+$601K	0.72%	51
2024 Q4	$143M	Sell	2,841,072 -1,446,522	-34%	-$73.3M	0.78%	54
2024 Q3	$185M	Sell	4,287,594 -45,035	-1%	-$1.89M	0.91%	51
2024 Q2	$174M	Buy	4,332,629 +15,810	+0.4%	+$683K	0.92%	50
2024 Q1	$203M	Sell	4,316,819 -2,912	-0.1%	-$126K	1.04%	47
2023 Q4	$176M	Sell	4,319,731 -15,590	-0.4%	-$513K	0.93%	49
2023 Q3	$131M	Sell	4,335,321 -290	-0%	-$9.34K	0.77%	49
2023 Q2	$139M	Buy	4,335,611 +92,251	+2%	+$2.69M	0.78%	49
2023 Q1	$132M	Buy	4,243,360 +98,175	+2%	+$3.28M	0.77%	50
2022 Q4	$124M	Buy	4,145,185 +27,365	+0.7%	+$781K	0.75%	49
2022 Q3	$106M	Buy	+4,117,820	New	+$136M	0.72%	48

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Harris Associates

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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