A detailed history of Sym Financial Corp transactions in Carlyle Group Inc. stock. As of the latest transaction made, Sym Financial Corp holds 7,236 shares of CG stock, worth $385,895. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,236
Previous 12,985 44.27%
Holding current value
$385,895
Previous $667,000 32.08%
% of portfolio
0.05%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

SELL
$52.82 - $69.35 $303,662 - $398,693
-5,749 Reduced 44.27%
7,236 $453,000
Q2 2025

Aug 01, 2025

SELL
$34.78 - $51.4 $70,290 - $103,879
-2,021 Reduced 13.47%
12,985 $667,000
Q1 2025

May 06, 2025

SELL
$40.03 - $56.96 $113,124 - $160,968
-2,826 Reduced 15.85%
15,006 $654,000
Q4 2024

Jan 24, 2025

BUY
$43.2 - $54.81 $770,342 - $977,371
17,832 New
17,832 $900,000

Others Institutions Holding CG

About Carlyle Group Inc.


  • Ticker CG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 361,324,992
  • Market Cap $19.3B
  • Description
  • The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity pr...
More about CG
Track This Portfolio

Track Sym Financial Corp Portfolio

Follow Sym Financial Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sym Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sym Financial Corp with notifications on news.