FDCP
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Foster Dykema Cabot & Partners’s Carlyle Group CG Stock Holding History

Foster Dykema Cabot & Partners’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
-36
Closed -$2.26K – 348
2025
Q3 		$2.26K Hold
36
– – ﹤0.01% 396
2025
Q2 		$1.85K Hold
36
– – ﹤0.01% 328
2025
Q1 		$1.57K Hold
36
– – ﹤0.01% 326
2024
Q4 		$1.82K Sell
36
-36
-50% -$1.82K ﹤0.01% 353
2024
Q3 		$3.1K Hold
72
– – ﹤0.01% 430
2024
Q2 		$2.89K Buy
+72
New +$3.11K ﹤0.01% 296

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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