CG CARLYLE GROUP INC/THE CMN

Ownership history in FORA Capital, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in CARLYLE GROUP INC/THE CMN (CG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2023 Q4)
Avg. % of fund
0.08%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,077 -2,837 -41.0% 0.05% $256K $61.88
2024 Q2 REDUCED 6,914 -28,467 -80.5% 0.03% $278K $38.26
2023 Q4 ADDED 35,381 +5,673 +19.1% 0.12% $1.4M $38.16
2023 Q1 ADDED 29,708 +9,755 +48.9% 0.09% $923K $28.12
2022 Q3 ADDED 19,953 +6,712 +50.7% 0.10% $516K $22.92
2022 Q2 ADDED 13,241 +2,456 +22.8% 0.08% $419K $27.84
2021 Q2 ADDED 10,785 +5,928 +122.1% 0.09% $501K $39.93
2021 Q1 REDUCED 4,857 -10,562 -68.5% 0.06% $179K $31.41
2020 Q4 ADDED 15,419 +8,277 +115.9% 0.07% $485K $26.68
2020 Q3 INITIATED 7,142 0.12% $176K $20.74
% of Fund (quarterly)    CG price (monthly, adj. close)
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