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MFS Investment Management position in CG

CARLYLE GROUP INC · Financials

Latest position (Q2 2026)7.74M sh
Reported value held$328.58M
Portfolio Weight0.11%
First reportedQ1 2024
Last changeAdd

Quarter by quarter

QuarterSharesValueChange
Q1 2024 9.77K $458.12K New
Q2 2024 1.72M $68.89M Add
Q3 2024 2.11M $90.74M Add
Q4 2024 6.35M $320.68M Add
Q1 2025 6.83M $297.61M Add
Q2 2025 7.14M $366.94M Add
Q3 2025 7.62M $477.65M Add
Q4 2025 7.74M $457.23M Add
Q1 2026 7.65M $372.94M Reduce
Q2 2026 7.74M $328.58M Add

Dots on the line are colored by change type; missing quarters mean no position was reported.

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