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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-141,856
Closed -$7.16M – 457
2024
Q4 		$7.16M Buy
+141,856
New +$7.19M 0.45% 53

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Summit Global Investments's CG Position: Q1 2025 in Review

Summit Global Investments sold out of Carlyle Group (CG) in Q1 2025, closing a stake of 141,856 shares — an estimated $7.16M sold.

Summit Global Investments first reported a position in CG in Q4 2024 and held it in 1 quarter. The position peaked at $7.16M in Q4 2024. 526 funds tracked by Wall St. Rank hold CG as of Q1 2025.

  • Summit Global Investments reported no remaining Carlyle Group position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 141,856 Carlyle Group shares in Q1 2025, an estimated $7.16M.
  • Summit Global Investments first reported a position in Carlyle Group in Q4 2024 and held it in 1 quarter.
  • Summit Global Investments's Carlyle Group position peaked at $7.16M in Q4 2024.
  • 526 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.