Trust Point Inc’s Carlyle Group CG Stock Holding History

Trust Point Inc’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	-4,274	Closed	-$216K	–	472
2024 Q4	$216K	Buy	+4,274	New	+$217K	0.02%	528

Other funds holding CG

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Trust Point Inc's CG Position: Q1 2025 in Review

Trust Point Inc sold out of Carlyle Group (CG) in Q1 2025, closing a stake of 4,274 shares — an estimated $216K sold.

Trust Point Inc first reported a position in CG in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 526 funds tracked by Wall St. Rank hold CG as of Q1 2025.

Trust Point Inc reported no remaining Carlyle Group position as of Q1 2025 after selling out during the quarter.
Trust Point Inc sold 4,274 Carlyle Group shares in Q1 2025, an estimated $216K.
Trust Point Inc first reported a position in Carlyle Group in Q4 2024 and held it in 1 quarter.
Trust Point Inc's Carlyle Group position peaked at $216K in Q4 2024.
526 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2025.

Based on Trust Point Inc's 13F filing for Q1 2025, filed 17 Apr 2025.