Jefferies Group's CG Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 9,000 shares of The Carlyle Group Inc. (CG) worth $531,990, representing 0.00% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in CG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 265,766 shares. Largest reduction occurred in Q1 2025, reducing 270,612 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's The Carlyle Group (CG) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Carlyle Group (CG) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | -166,000 | Reduce 94.86% | 9,000 | $62.70 |
| Q2 2025 | +175,000 | New Buy | 175,000 | $51.40 |
| Q1 2025 | -270,612 | Sold Out | 0 | $0.00 |
| Q4 2024 | +265,766 | Add 5484.23% | 270,612 | $50.49 |
| Q3 2024 | +4,846 | New Buy | 4,846 | $43.06 |
| Q2 2024 | -6,104 | Sold Out | 0 | $0.00 |
| Q1 2024 | -47,886 | Reduce 88.69% | 6,104 | $46.91 |
| Q4 2023 | +26,835 | Add 98.82% | 53,990 | $40.69 |
| Q3 2023 | +27,155 | New Buy | 27,155 | $30.16 |
| Q2 2023 | -12,777 | Sold Out | 0 | $0.00 |
| Q1 2023 | +12,777 | New Buy | 12,777 | $31.06 |
Jefferies Group's The Carlyle Group Investment FAQs
Jefferies Group first purchased The Carlyle Group Inc. (CG) in Q1 2023, acquiring 12,777 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held The Carlyle Group Inc. (CG) for 12 quarters since Q1 2023.
Jefferies Group's largest addition to The Carlyle Group Inc. (CG) was in Q4 2024, adding 270,612 shares worth $13.66 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 9,000 shares of The Carlyle Group Inc. (CG), valued at approximately $531,990.
As of the Q4 2025 filing, The Carlyle Group Inc. (CG) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in The Carlyle Group Inc. (CG) was 270,612 shares, as reported at the end of Q4 2024.