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Paloma Partners’s Carlyle Group CG Stock Holding History

Paloma Partners’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 		– Sell
-13,051
Closed -$562K – 430
2024
Q3 		$562K Buy
+13,051
New +$548K 0.03% 590
2022
Q3 		– Sell
-19,400
Closed -$614K – 1064
2022
Q2 		$614K Buy
19,400
+11,500
+146% +$441K 0.06% 558
2022
Q1 		$386K Sell
7,900
-17,259
-69% -$826K 0.03% 982
2021
Q4 		$1.38M Buy
25,159
+9,376
+59% +$511K 0.04% 569
2021
Q3 		$746K Buy
+15,783
New +$757K 0.03% 426
2020
Q2 		– Sell
-154,500
Closed -$3.35M – 2088
2020
Q1 		$3.35M Buy
+154,500
New +$4.46M 0.34% 71

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