MCM
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MAI Capital Management’s Carlyle Group CG Stock Holding History

MAI Capital Management’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.8K Sell
249
-598
-71% -$30.8K ﹤0.01% 2431
2025
Q1 		$36.9K Buy
847
+1
+0.1% +$44 ﹤0.01% 1793
2024
Q4 		$42.7K Buy
+846
New +$42.7K ﹤0.01% 1751