Bridgewater Associates’s Carlyle Group CG Stock Holding History

Bridgewater Associates’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
2025 Q1	–	Sell	-14,308	Closed	-$722K	–	697
2024 Q4	$722K	Buy	+14,308	New	+$725K	﹤0.01%	540

Other funds holding CG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bridgewater Associates's CG Position: Q1 2025 in Review

Bridgewater Associates sold out of Carlyle Group (CG) in Q1 2025, closing a stake of 14,308 shares — an estimated $722K sold.

Bridgewater Associates first reported a position in CG in Q4 2024 and held it in 1 quarter. The position peaked at $722K in Q4 2024. 526 funds tracked by Wall St. Rank hold CG as of Q1 2025.

Bridgewater Associates reported no remaining Carlyle Group position as of Q1 2025 after selling out during the quarter.
Bridgewater Associates sold 14,308 Carlyle Group shares in Q1 2025, an estimated $722K.
Bridgewater Associates first reported a position in Carlyle Group in Q4 2024 and held it in 1 quarter.
Bridgewater Associates's Carlyle Group position peaked at $722K in Q4 2024.
526 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2025.

Based on Bridgewater Associates's 13F filing for Q1 2025, filed 14 May 2025.