Wellington Management Group’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 | $207K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $437K | Buy |
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|
2024
Q3 | $358K | Buy |
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|
2024
Q2 | $252K | Buy |
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|
2024
Q1 | $270K | Buy |
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|
2023
Q4 | $213K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $241K | Buy |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $18.8M | Sell |
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|
2021
Q4 | $30.2M | Sell |
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|
2021
Q3 | $27.8M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $478K | Buy |
|