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Carlyle Group shares owned by Chicago Partners Investment

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Chicago Partners Investment from 13F filings

Historical chart of Chicago Partners Investment investment in Carlyle Group

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All positions including Carlyle Group held by Chicago Partners Investment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 77k 57.71
2025-06-30 $4.8M 78k 61.05
2025-03-31 $3.1M 79k 39.95
2024-12-31 $4.0M 76k 52.31

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Chicago Partners Investment

Top funds holding Carlyle Group

BlackRock
Vanguard Group
Capital World Investors
Harris Associates L.P
State Street Corporation
Morgan Stanley
William Blair Investment Management
Massachusetts Financial Services
Robeco Investment Management
Alkeon Capital Management
Millennium Management
Geode Capital Management
Ariel Investments
UBS Group
Legal & General Group

View all funds holding Carlyle Group