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YHB Investment Advisors’s Carlyle Group CG Stock Holding History

YHB Investment Advisors’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
-5,065
Closed -$256K – 291
2024
Q4 		$256K Hold
5,065
– – 0.02% 252
2024
Q3 		$218K Hold
5,065
– – 0.02% 274
2024
Q2 		$203K Buy
5,065
+100
+2% +$4.32K 0.02% 275
2024
Q1 		$233K Hold
4,965
– – 0.02% 254
2023
Q4 		$202K Buy
+4,965
New +$163K 0.02% 262

Other funds holding CG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

YHB Investment Advisors's CG Position: Q1 2025 in Review

YHB Investment Advisors sold out of Carlyle Group (CG) in Q1 2025, closing a stake of 5,065 shares — an estimated $256K sold.

YHB Investment Advisors first reported a position in CG in Q4 2023 and held it in 5 quarters. The position peaked at $256K in Q4 2024. 530 funds tracked by Wall St. Rank hold CG as of Q1 2025.

  • YHB Investment Advisors reported no remaining Carlyle Group position as of Q1 2025 after selling out during the quarter.
  • YHB Investment Advisors sold 5,065 Carlyle Group shares in Q1 2025, an estimated $256K.
  • YHB Investment Advisors first reported a position in Carlyle Group in Q4 2023 and held it in 5 quarters.
  • YHB Investment Advisors's Carlyle Group position peaked at $256K in Q4 2024.
  • 530 funds tracked by Wall St. Rank held Carlyle Group as of Q1 2025.

Based on YHB Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.