Sumitomo Mitsui DS Asset Management’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.54M Sell
2025
Q2
$1.27M Hold
2025
Q1
$1.08M Sell
2024
Q4
$1.25M Buy
2024
Q3
$746K Hold
2024
Q2
$695K Sell
2024
Q1
$813K Buy
2023
Q4
$703K Hold
2023
Q3
$521K Sell
2023
Q2
$553K Hold
2023
Q1
$538K Buy
2022
Q4
$319K Hold
2022
Q3
$276K Buy
2022
Q2
$334K Hold
2022
Q1
$516K Hold
2021
Q4
$579K Hold
2021
Q3
$498K Sell
2021
Q2
$492K Buy
2021
Q1
$358K Hold
2020
Q4
$306K Hold
2020
Q3
$240K Hold
2020
Q2
$271K Buy