CG CARLYLE GROUP INC

Ownership history in Phase 2 Partners, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Phase 2 Partners, LLC reported a position in CARLYLE GROUP INC (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
6.5% (2022 Q4)
Avg. % of fund
4.19%
First filed
2021 Q4
Last filed
2024 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 63,887 -108,023 -62.8% 2.42% $3.2M $48.86
2024 Q3 ADDED 171,910 +64,080 +59.4% 4.37% $7.4M $41.38
2024 Q1 REDUCED 107,830 -374,727 -77.7% 2.64% $5.1M $44.34
2022 Q4 ADDED 482,557 +111,057 +29.9% 6.50% $14.4M $26.77
2022 Q3 ADDED 371,500 +58,046 +18.5% 4.56% $9.6M $22.92
2022 Q2 ADDED 313,454 +203,636 +185.4% 5.10% $9.9M $27.84
2021 Q4 INITIATED 109,818 3.73% $6.0M $47.61
% of Fund (quarterly)    CG price (monthly, adj. close)
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