New York Life Investment Management’s Carlyle Group CG Stock Holding History

New York Life 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
2025 Q3	–	Sell	-23,721	Closed	-$1.22M	–	808
2025 Q2	$1.22M	Sell	23,721 -1,127	-5%	-$48.5K	0.01%	611
2025 Q1	$1.08M	Buy	24,848 +586	+2%	+$29.1K	0.01%	634
2024 Q4	$1.22M	Sell	24,262 -1,165	-5%	-$59.1K	0.01%	627
2024 Q3	$1.09M	Sell	25,427 -1,127	-4%	-$47.3K	0.01%	678
2024 Q2	$1.07M	Buy	26,554 +2,413	+10%	+$104K	0.01%	666
2024 Q1	$1.13M	Buy	24,141 +2,293	+10%	+$99.1K	0.01%	643
2023 Q4	$889K	Buy	21,848 +393	+2%	+$12.9K	0.01%	686
2023 Q3	$647K	Buy	21,455 +11,328	+112%	+$365K	0.01%	719
2023 Q2	$324K	Buy	+10,127	New	+$296K	﹤0.01%	1217

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 $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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

New York Life Investment Management's CG Position: Q3 2025 in Review

New York Life Investment Management sold out of Carlyle Group (CG) in Q3 2025, closing a stake of 23,721 shares — an estimated $1.22M sold.

New York Life Investment Management first reported a position in CG in Q2 2023 and held it in 9 quarters. The position peaked at $1.22M in Q4 2024. 638 funds tracked by Wall St. Rank hold CG as of Q3 2025.

New York Life Investment Management reported no remaining Carlyle Group position as of Q3 2025 after selling out during the quarter.
New York Life Investment Management sold 23,721 Carlyle Group shares in Q3 2025, an estimated $1.22M.
New York Life Investment Management first reported a position in Carlyle Group in Q2 2023 and held it in 9 quarters.
New York Life Investment Management's Carlyle Group position peaked at $1.22M in Q4 2024.
638 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2025.

Based on New York Life Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.