CCB
CG icon

Cutter & Co Brokerage’s Carlyle Group CG Stock Holding History

Cutter & Co Brokerage’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
-5,117
Closed -$258K – 196
2024
Q4 		$258K Buy
5,117
+26
+0.5% +$1.32K 0.06% 147
2024
Q3 		$219K Buy
+5,091
New +$214K 0.05% 181

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cutter & Co Brokerage's CG Position: Q1 2025 in Review

Cutter & Co Brokerage sold out of Carlyle Group (CG) in Q1 2025, closing a stake of 5,117 shares — an estimated $258K sold.

Cutter & Co Brokerage first reported a position in CG in Q3 2024 and held it in 2 quarters. The position peaked at $258K in Q4 2024. 526 funds tracked by Wall St. Rank hold CG as of Q1 2025.

  • Cutter & Co Brokerage reported no remaining Carlyle Group position as of Q1 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 5,117 Carlyle Group shares in Q1 2025, an estimated $258K.
  • Cutter & Co Brokerage first reported a position in Carlyle Group in Q3 2024 and held it in 2 quarters.
  • Cutter & Co Brokerage's Carlyle Group position peaked at $258K in Q4 2024.
  • 526 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2025.

Based on Cutter & Co Brokerage's 13F filing for Q1 2025, filed 1 May 2025.