Oarsman Capital’s Carlyle Group CG Stock Holding History

Oarsman Capital’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 Q1	–	Sell	-916	Closed	-$46.2K	–	349
2024 Q4	$46.2K	Buy	916 +609	+198%	+$30.9K	0.01%	460
2024 Q3	$13.2K	Buy	+307	New	+$12.9K	﹤0.01%	662

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Oarsman Capital's CG Position: Q1 2025 in Review

Oarsman Capital sold out of Carlyle Group (CG) in Q1 2025, closing a stake of 916 shares — an estimated $46.2K sold.

Oarsman Capital first reported a position in CG in Q3 2024 and held it in 2 quarters. The position peaked at $46.2K in Q4 2024. 526 funds tracked by Wall St. Rank hold CG as of Q1 2025.

Oarsman Capital reported no remaining Carlyle Group position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 916 Carlyle Group shares in Q1 2025, an estimated $46.2K.
Oarsman Capital first reported a position in Carlyle Group in Q3 2024 and held it in 2 quarters.
Oarsman Capital's Carlyle Group position peaked at $46.2K in Q4 2024.
526 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.