Washington Trust’s Carlyle Group CG Stock Holding History

Washington Trust’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	-1,000	Closed	-$50.5K	–	779
2024 Q4	$50.5K	Hold	1,000	–	–	﹤0.01%	437
2024 Q3	$43.1K	Hold	1,000	–	–	﹤0.01%	474
2024 Q2	$40.1K	Hold	1,000	–	–	﹤0.01%	477
2024 Q1	$46.9K	Hold	1,000	–	–	﹤0.01%	459
2023 Q4	$40.7K	Hold	1,000	–	–	﹤0.01%	458
2023 Q3	$30.2K	Hold	1,000	–	–	﹤0.01%	461
2023 Q2	$31.9K	Hold	1,000	–	–	﹤0.01%	480
2023 Q1	$31.1K	Hold	1,000	–	–	﹤0.01%	493
2022 Q4	$29.8K	Hold	1,000	–	–	﹤0.01%	491
2022 Q3	$26K	Hold	1,000	–	–	﹤0.01%	501
2022 Q2	$32K	Hold	1,000	–	–	﹤0.01%	473
2022 Q1	$49K	Hold	1,000	–	–	﹤0.01%	434
2021 Q4	$55K	Hold	1,000	–	–	﹤0.01%	422
2021 Q3	$47K	Hold	1,000	–	–	﹤0.01%	535
2021 Q2	$46K	Hold	1,000	–	–	﹤0.01%	540
2021 Q1	$37K	Hold	1,000	–	–	﹤0.01%	562
2020 Q4	$31K	Hold	1,000	–	–	﹤0.01%	587
2020 Q3	$25K	Hold	1,000	–	–	﹤0.01%	579
2020 Q2	$27K	Hold	1,000	–	–	﹤0.01%	503
2020 Q1	$22K	Buy	+1,000	New	+$28.8K	﹤0.01%	526
2018 Q3	–	Sell	-1,000	Closed	-$21K	–	334
2018 Q2	$21K	Buy	+1,000	New	+$21.5K	﹤0.01%	568

Other funds holding CG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Washington Trust's CG Position: Q1 2025 in Review

Washington Trust sold out of Carlyle Group (CG) in Q1 2025, closing a stake of 1,000 shares — an estimated $50.5K sold.

Washington Trust first reported a position in CG in Q2 2018 and held it in 21 quarters. The position peaked at $55K in Q4 2021. 529 funds tracked by Wall St. Rank hold CG as of Q1 2025.

Washington Trust reported no remaining Carlyle Group position as of Q1 2025 after selling out during the quarter.
Washington Trust sold 1,000 Carlyle Group shares in Q1 2025, an estimated $50.5K.
Washington Trust first reported a position in Carlyle Group in Q2 2018 and held it in 21 quarters.
Washington Trust's Carlyle Group position peaked at $55K in Q4 2021.
529 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2025.

Based on Washington Trust's 13F filing for Q1 2025, filed 25 Apr 2025.