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 $564,300, representing 0.00% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 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 Q3 2025, reducing 166,000 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +12,777 | New Buy | 12,777 | $31.06 |
| Q2 2023 | -12,777 | Sold Out | 12,777 | $0.00 |
| Q3 2023 | +27,155 | New Buy | 27,155 | $30.16 |
| Q4 2023 | +26,835 | Add 98.82% | 53,990 | $40.69 |
| Q1 2024 | -47,886 | Reduce 88.69% | 6,104 | $46.91 |
| Q2 2024 | -6,104 | Sold Out | 6,104 | $0.00 |
| Q3 2024 | +4,846 | New Buy | 4,846 | $43.06 |
| Q4 2024 | +265,766 | Add 5484.23% | 270,612 | $50.49 |
| Q1 2025 | -270,612 | Sold Out | 270,612 | $0.00 |
| Q2 2025 | +175,000 | New Buy | 175,000 | $51.40 |
| Q3 2025 | -166,000 | Reduce 94.86% | 9,000 | $62.70 |
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 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to The Carlyle Group Inc. (CG) was in Q4 2024, adding 270,612 shares worth $13.66 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 9,000 shares of The Carlyle Group Inc. (CG), valued at approximately $564,300. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in The Carlyle Group Inc. (CG) was 270,612 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.