EIA
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Edgemoor Investment Advisors’s Carlyle Group CG Stock Holding History

Edgemoor Investment Advisors’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
-4,414
Closed -$277K – 178
2025
Q3 		$277K Buy
+4,414
New +$276K 0.02% 160
2023
Q1 		– Sell
-16,702
Closed -$498K – 156
2022
Q4 		$498K Buy
+16,702
New +$477K 0.06% 113
2019
Q2 		– Sell
-17,920
Closed -$328K – 138
2019
Q1 		$328K Buy
+17,920
New +$325K 0.04% 108
2017
Q4 		– Sell
-15,945
Closed -$376K – 142
2017
Q3 		$376K Buy
15,945
+1,360
+9% +$29K 0.05% 107
2017
Q2 		$288K Buy
+14,585
New +$257K 0.04% 119
2015
Q3 		– Sell
-175,143
Closed -$4.93M – 146
2015
Q2 		$4.93M Sell
175,143
-8,255
-5% -$242K 0.72% 49
2015
Q1 		$4.97M Sell
183,398
-12,040
-6% -$320K 0.7% 48
2014
Q4 		$5.38M Sell
195,438
-34,708
-15% -$985K 0.79% 47
2014
Q3 		$7.01M Sell
230,146
-1,470
-0.6% -$47.9K 1.03% 41
2014
Q2 		$7.87M Buy
231,616
+5,051
+2% +$166K 1.16% 37
2014
Q1 		$7.96M Buy
226,565
+21,340
+10% +$749K 1.26% 36
2013
Q4 		$7.31M Buy
205,225
+11,575
+6% +$364K 1.16% 39
2013
Q3 		$4.98M Buy
193,650
+52,080
+37% +$1.38M 0.87% 43
2013
Q2 		$3.63M Buy
+141,570
New +$4.18M 0.64% 50

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Harris Associates
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Morgan Stanley
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return