Livforsakringsbolaget Skandia’s Carlyle Group CG Stock Holding History

Livforsakringsbolaget Skandia’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
2026 Q1	$82.2K	Hold	1,700	–	–	﹤0.01%	428
2025 Q4	$100K	Hold	1,700	–	–	﹤0.01%	442
2025 Q3	$107K	Hold	1,700	–	–	﹤0.01%	455
2025 Q2	$87.4K	Hold	1,700	–	–	﹤0.01%	492
2025 Q1	$74.1K	Hold	1,700	–	–	﹤0.01%	518
2024 Q4	$85.8K	Hold	1,700	–	–	﹤0.01%	512
2024 Q3	$73.2K	Buy	1,700 +1,600	+1,600%	+$67.1K	﹤0.01%	547
2024 Q2	$4.01K	Hold	100	–	–	﹤0.01%	561
2024 Q1	$4.69K	Hold	100	–	–	﹤0.01%	564
2023 Q4	$4.07K	Hold	100	–	–	﹤0.01%	565
2023 Q3	$3.02K	Hold	100	–	–	﹤0.01%	570
2023 Q2	$3.19K	Hold	100	–	–	﹤0.01%	574
2023 Q1	$3.1K	Hold	100	–	–	﹤0.01%	577
2022 Q4	$2.98K	Hold	100	–	–	﹤0.01%	575
2022 Q3	$3K	Sell	100 -500	-83%	-$16.5K	﹤0.01%	576
2022 Q2	$19K	Sell	600 -900	-60%	-$34.5K	﹤0.01%	588
2022 Q1	$73K	Hold	1,500	–	–	﹤0.01%	583
2021 Q4	$82K	Hold	1,500	–	–	0.01%	586
2021 Q3	$71K	Sell	1,500 -2,100	-58%	-$101K	﹤0.01%	615
2021 Q2	$167K	Hold	3,600	–	–	0.01%	568
2021 Q1	$132K	Hold	3,600	–	–	0.01%	544
2020 Q4	$113K	Hold	3,600	–	–	0.01%	567
2020 Q3	$89K	Hold	3,600	–	–	0.01%	568
2020 Q2	$100K	Buy	+3,600	New	+$92.4K	0.01%	529

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Livforsakringsbolaget Skandia's CG Position: Q1 2026 in Review

Livforsakringsbolaget Skandia held its Carlyle Group (CG) position steady in Q1 2026 at 1,700 shares worth $82.2K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Livforsakringsbolaget Skandia first reported a position in CG in Q2 2020 and has held it in 24 quarters since. The position peaked at $167K in Q2 2021. 602 funds tracked by Wall St. Rank hold CG as of Q1 2026.

Livforsakringsbolaget Skandia held 1,700 shares of Carlyle Group worth $82.2K as of Q1 2026.
Livforsakringsbolaget Skandia left its Carlyle Group share count unchanged in Q1 2026.
Carlyle Group made up ﹤0.01% of Livforsakringsbolaget Skandia's portfolio in Q1 2026, its #428 holding.
Livforsakringsbolaget Skandia first reported a position in Carlyle Group in Q2 2020 and has held it in 24 quarters since.
Livforsakringsbolaget Skandia's Carlyle Group position peaked at $167K in Q2 2021.
602 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2026.

Based on Livforsakringsbolaget Skandia's 13F filing for Q1 2026, filed 5 May 2026.