Jain Global’s Carlyle Group CG Stock Holding History

Jain Global’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	-17,555	Closed	-$902K	–	1079
2025 Q2	$902K	Buy	+17,555	New	+$756K	0.01%	670
2025 Q1	–	Sell	-15,975	Closed	-$807K	–	1104
2024 Q4	$807K	Buy	+15,975	New	+$810K	0.02%	359

Other funds holding CG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Jain Global's CG Position: Q3 2025 in Review

Jain Global sold out of Carlyle Group (CG) in Q3 2025, closing a stake of 17,555 shares — an estimated $902K sold.

Jain Global first reported a position in CG in Q4 2024 and held it in 2 quarters. The position peaked at $902K in Q2 2025. 638 funds tracked by Wall St. Rank hold CG as of Q3 2025.

Jain Global reported no remaining Carlyle Group position as of Q3 2025 after selling out during the quarter.
Jain Global sold 17,555 Carlyle Group shares in Q3 2025, an estimated $902K.
Jain Global first reported a position in Carlyle Group in Q4 2024 and held it in 2 quarters.
Jain Global's Carlyle Group position peaked at $902K in Q2 2025.
638 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2025.

Based on Jain Global's 13F filing for Q3 2025, filed 14 Nov 2025.