Boston Partners’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-5,533,198
Closed -$327M 785
2025
Q4
$327M Sell
5,533,198
-636,926
-10% -$36.2M 0.34% 98
2025
Q3
$387M Sell
6,170,124
-621,417
-9% -$38.8M 0.4% 88
2025
Q2
$349M Sell
6,791,541
-132,525
-2% -$5.71M 0.39% 83
2025
Q1
$302M Sell
6,924,066
-178,019
-3% -$8.83M 0.36% 91
2024
Q4
$359M Buy
7,102,085
+467,767
+7% +$23.7M 0.44% 73
2024
Q3
$286M Buy
6,634,318
+1,534,390
+30% +$64.4M 0.34% 107
2024
Q2
$205M Buy
5,099,928
+2,773,635
+119% +$120M 0.25% 149
2024
Q1
$109M Buy
+2,326,293
New +$101M 0.13% 204

Other funds holding CG