CI Investments Inc
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CI Investments Inc’s Carlyle Group CG Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-2,759
Closed -$173K – 754
2025
Q3 		$173K Sell
2,759
-939
-25% -$58.7K ﹤0.01% 746
2025
Q2 		$190K Sell
3,698
-979
-21% -$42.2K ﹤0.01% 718
2025
Q1 		$204K Buy
4,677
+144
+3% +$7.14K ﹤0.01% 722
2024
Q4 		$229K Sell
4,533
-896
-17% -$45.4K ﹤0.01% 697
2024
Q3 		$234K Buy
5,429
+427
+9% +$17.9K ﹤0.01% 619
2024
Q2 		$201K Buy
5,002
+54
+1% +$2.33K ﹤0.01% 630
2024
Q1 		$232K Buy
4,948
+955
+24% +$41.3K ﹤0.01% 656
2023
Q4 		$162K Sell
3,993
-153
-4% -$5.04K ﹤0.01% 727
2023
Q3 		$125K Sell
4,146
-9
-0.2% -$290 ﹤0.01% 779
2023
Q2 		$133K Buy
4,155
+63
+2% +$1.84K ﹤0.01% 711
2023
Q1 		$127K Buy
4,092
+324
+9% +$10.8K ﹤0.01% 688
2022
Q4 		$112K Buy
3,768
+3,754
+26,814% +$107K ﹤0.01% 716
2022
Q3 		$0 Sell
14
-316,638
-100% -$10.4M ﹤0.01% 1232
2022
Q2 		$10M Sell
316,652
-292,183
-48% -$11.2M 0.05% 237
2022
Q1 		$29.8M Buy
608,835
+585,214
+2,478% +$28M 0.11% 174
2021
Q4 		$1.3M Buy
23,621
+8,037
+52% +$438K ﹤0.01% 421
2021
Q3 		$737K Buy
+15,584
New +$747K ﹤0.01% 500

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

CI Investments Inc's CG Position: Q4 2025 in Review

CI Investments Inc sold out of Carlyle Group (CG) in Q4 2025, closing a stake of 2,759 shares — an estimated $173K sold.

CI Investments Inc first reported a position in CG in Q3 2021 and held it in 17 quarters. The position peaked at $29.8M in Q1 2022. 628 funds tracked by Wall St. Rank hold CG as of Q4 2025.

  • CI Investments Inc reported no remaining Carlyle Group position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 2,759 Carlyle Group shares in Q4 2025, an estimated $173K.
  • CI Investments Inc first reported a position in Carlyle Group in Q3 2021 and held it in 17 quarters.
  • CI Investments Inc's Carlyle Group position peaked at $29.8M in Q1 2022.
  • 628 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.