SGI
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Summit Global Investments’s Carlyle Group CG Stock Holding History

Summit Global Investments’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-141,856
Closed -$7.16M – 457
2024
Q4 		$7.16M Buy
+141,856
New +$7.16M 0.45% 53