SBH
CG icon

Segall Bryant & Hamill’s Carlyle Group CG Stock Holding History

Segall Bryant & Hamill’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
-13,000
Closed -$668K – 582
2025
Q2 		$668K Hold
13,000
– – 0.01% 530
2025
Q1 		$567K Hold
13,000
– – 0.01% 544
2024
Q4 		$656K Hold
13,000
– – 0.01% 538
2024
Q3 		$560K Buy
+13,000
New +$545K 0.01% 540

Other funds holding CG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Segall Bryant & Hamill's CG Position: Q3 2025 in Review

Segall Bryant & Hamill sold out of Carlyle Group (CG) in Q3 2025, closing a stake of 13,000 shares — an estimated $668K sold.

Segall Bryant & Hamill first reported a position in CG in Q3 2024 and held it in 4 quarters. The position peaked at $668K in Q2 2025. 638 funds tracked by Wall St. Rank hold CG as of Q3 2025.

  • Segall Bryant & Hamill reported no remaining Carlyle Group position as of Q3 2025 after selling out during the quarter.
  • Segall Bryant & Hamill sold 13,000 Carlyle Group shares in Q3 2025, an estimated $668K.
  • Segall Bryant & Hamill first reported a position in Carlyle Group in Q3 2024 and held it in 4 quarters.
  • Segall Bryant & Hamill's Carlyle Group position peaked at $668K in Q2 2025.
  • 638 funds tracked by Wall St. Rank held Carlyle Group as of Q3 2025.

Based on Segall Bryant & Hamill's 13F filing for Q3 2025, filed 12 Nov 2025.