Everence Capital Management’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$397K Hold
7,720
0.03% 453
2025
Q1
$337K Hold
7,720
0.02% 520
2024
Q4
$390K Buy
+7,720
New +$390K 0.03% 459