M&G plc’s Carlyle Group CG Stock Holding History

M&G plc’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 Q2	–	Sell	-25,000	Closed	-$1.1M	–	423
2025 Q1	$1.1M	Buy	25,000 +12,500	+100%	+$620K	0.01%	342
2024 Q4	$625K	Buy	+12,500	New	+$634K	﹤0.01%	380

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

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

M&G plc's CG Position: Q2 2025 in Review

M&G plc sold out of Carlyle Group (CG) in Q2 2025, closing a stake of 25,000 shares — an estimated $1.1M sold.

M&G plc first reported a position in CG in Q4 2024 and held it in 2 quarters. The position peaked at $1.1M in Q1 2025. 571 funds tracked by Wall St. Rank hold CG as of Q2 2025.

M&G plc reported no remaining Carlyle Group position as of Q2 2025 after selling out during the quarter.
M&G plc sold 25,000 Carlyle Group shares in Q2 2025, an estimated $1.1M.
M&G plc first reported a position in Carlyle Group in Q4 2024 and held it in 2 quarters.
M&G plc's Carlyle Group position peaked at $1.1M in Q1 2025.
571 funds tracked by Wall St. Rank held Carlyle Group as of Q2 2025.

Based on M&G plc's 13F filing for Q2 2025, filed 8 Aug 2025.