Mesirow Institutional Investment Management’s Carlyle Group CG Stock Holding History

Mesirow Institutional Investment Management’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
2024 Q4	$4.13M	Sell	81,771 -2,940	-3%	-$149K	0.32%	84
2024 Q3	$3.65M	Buy	84,711 +17,614	+26%	+$739K	0.28%	91
2024 Q2	$2.69M	Sell	67,097 -962	-1%	-$41.5K	0.24%	99
2024 Q1	$3.19M	Sell	68,059 -702	-1%	-$30.3K	0.28%	89
2023 Q4	$2.8M	Sell	68,761 -8,591	-11%	-$283K	0.26%	93
2023 Q3	$2.33M	Sell	77,352 -8,908	-10%	-$287K	0.24%	104
2023 Q2	$2.76M	Buy	86,260 +8,785	+11%	+$257K	0.28%	93
2023 Q1	$2.41M	Hold	77,475	–	–	0.26%	114
2022 Q4	$2.31M	Buy	77,475 +21,785	+39%	+$622K	0.3%	89
2022 Q3	$1.44M	Buy	+55,690	New	+$1.83M	0.21%	104

Other funds holding CG

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Mesirow Institutional Investment Management's CG Position: Q4 2024 in Review

Mesirow Institutional Investment Management reduced its Carlyle Group (CG) stake by 3.5% in Q4 2024, selling an estimated $149K and leaving 81,771 shares worth $4.13M. The position accounts for 0.32% of the portfolio, ranked #84.

Mesirow Institutional Investment Management first reported a position in CG in Q3 2022 and has held it in 10 quarters since. 567 funds tracked by Wall St. Rank hold CG as of Q4 2024.

Mesirow Institutional Investment Management held 81,771 shares of Carlyle Group worth $4.13M as of Q4 2024.
Mesirow Institutional Investment Management sold 2,940 Carlyle Group shares in Q4 2024, an estimated $149K.
Carlyle Group made up 0.32% of Mesirow Institutional Investment Management's portfolio in Q4 2024, its #84 holding.
Mesirow Institutional Investment Management first reported a position in Carlyle Group in Q3 2022 and has held it in 10 quarters since.
567 funds tracked by Wall St. Rank held Carlyle Group as of Q4 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.