EWM
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Evermay Wealth Management’s Carlyle Group CG Stock Holding History

Evermay Wealth Management’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
-248
Closed -$12.5K – 584
2024
Q4 		$12.5K Hold
248
– – ﹤0.01% 421
2024
Q3 		$10.7K Sell
248
-60
-19% -$2.52K ﹤0.01% 456
2024
Q2 		$12.4K Hold
308
– – ﹤0.01% 436
2024
Q1 		$14.4K Hold
308
– – ﹤0.01% 440
2023
Q4 		$12.5K Hold
308
– – ﹤0.01% 432
2023
Q3 		$9.29K Hold
308
– – ﹤0.01% 437
2023
Q2 		$9.84K Hold
308
– – ﹤0.01% 430
2023
Q1 		$9.57K Hold
308
– – ﹤0.01% 425
2022
Q4 		$9.19K Buy
+308
New +$8.79K ﹤0.01% 425

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Evermay Wealth Management's CG Position: Q1 2025 in Review

Evermay Wealth Management sold out of Carlyle Group (CG) in Q1 2025, closing a stake of 248 shares — an estimated $12.5K sold.

Evermay Wealth Management first reported a position in CG in Q4 2022 and held it in 9 quarters. The position peaked at $14.4K in Q1 2024. 529 funds tracked by Wall St. Rank hold CG as of Q1 2025.

  • Evermay Wealth Management reported no remaining Carlyle Group position as of Q1 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 248 Carlyle Group shares in Q1 2025, an estimated $12.5K.
  • Evermay Wealth Management first reported a position in Carlyle Group in Q4 2022 and held it in 9 quarters.
  • Evermay Wealth Management's Carlyle Group position peaked at $14.4K in Q1 2024.
  • 529 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.