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Elo Mutual Pension Insurance’s Carlyle Group CG Stock Holding History

Elo Mutual Pension Insurance’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
Q3 		– Sell
-26,879
Closed -$1.38M – 633
2025
Q2 		$1.38M Buy
26,879
+1,750
+7% +$75.4K 0.03% 371
2025
Q1 		$1.1M Buy
25,129
+8,947
+55% +$444K 0.02% 402
2024
Q4 		$817K Sell
16,182
-4,596
-22% -$233K 0.02% 463
2024
Q3 		$895K Buy
20,778
+200
+1% +$8.39K 0.02% 443
2024
Q2 		$826K Buy
20,578
+798
+4% +$34.5K 0.02% 434
2024
Q1 		$928K Buy
19,780
+925
+5% +$40K 0.02% 431
2023
Q4 		$767K Buy
18,855
+670
+4% +$22.1K 0.02% 453
2023
Q3 		$548K Buy
18,185
+250
+1% +$8.05K 0.02% 455
2023
Q2 		$573K Buy
17,935
+1,893
+12% +$55.3K 0.02% 447
2023
Q1 		$498K Buy
16,042
+1,103
+7% +$36.8K 0.02% 434
2022
Q4 		$446K Hold
14,939
– – 0.02% 450
2022
Q3 		$386K Sell
14,939
-431
-3% -$14.2K 0.01% 446
2022
Q2 		$487K Buy
15,370
+2,752
+22% +$105K 0.02% 452
2022
Q1 		$617K Buy
12,618
+751
+6% +$35.9K 0.02% 461
2021
Q4 		$651K Buy
11,867
+1,673
+16% +$91.1K 0.02% 430
2021
Q3 		$482K Hold
10,194
– – 0.02% 417
2021
Q2 		$474K Hold
10,194
– – 0.02% 422
2021
Q1 		$375K Buy
+10,194
New +$357K 0.01% 426

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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 $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Elo Mutual Pension Insurance's CG Position: Q3 2025 in Review

Elo Mutual Pension Insurance sold out of Carlyle Group (CG) in Q3 2025, closing a stake of 26,879 shares — an estimated $1.38M sold.

Elo Mutual Pension Insurance first reported a position in CG in Q1 2021 and held it in 18 quarters. The position peaked at $1.38M in Q2 2025. 639 funds tracked by Wall St. Rank hold CG as of Q3 2025.

  • Elo Mutual Pension Insurance reported no remaining Carlyle Group position as of Q3 2025 after selling out during the quarter.
  • Elo Mutual Pension Insurance sold 26,879 Carlyle Group shares in Q3 2025, an estimated $1.38M.
  • Elo Mutual Pension Insurance first reported a position in Carlyle Group in Q1 2021 and held it in 18 quarters.
  • Elo Mutual Pension Insurance's Carlyle Group position peaked at $1.38M in Q2 2025.
  • 639 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2025.

Based on Elo Mutual Pension Insurance's 13F filing for Q3 2025, filed 12 Nov 2025.