SEC 13F Intelligence

Hillsdale Investment Management Inc. / CG

Hillsdale Investment Management Inc.’s Carlyle Group Inc Position

Does Hillsdale Investment Management Inc. own Carlyle Group Inc (CG)? Yes — 3.23M shares worth $57M (+1.56% of its 13F portfolio) as of Q1 2026, down from 3.51M shares the prior filed quarter.

Position Value
$57M
Q1 2026
Shares
3.23M
% of Portfolio
+1.56%
Quarters Held
11
currently held

Position History CG

Reported value by quarter
Q2 ’21: $940,000Q2 ’21Q3 ’21: $808,000Q4 ’21: $143,000Q4 ’21Q1 ’22: $6MQ2 ’22: $4MQ2 ’22Q2 ’24: $25MQ3 ’24: $39MQ3 ’24Q4 ’24: $8MQ3 ’25: $23MQ3 ’25Q4 ’25: $51MQ1 ’26: $57MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.23M$57M+1.56%
Q4 20253.51M$51M+1.40%
Q3 20252.16M$23M+0.70%
Q4 20241.41M$8M+0.40%
Q3 20245.42M$39M+3.00%
Q2 20243.76M$25M+1.99%
Q2 2022594.6K$4M+0.32%
Q1 2022563.1K$6M+0.36%
Q4 202118.5K$143,000+0.01%
Q3 2021118.5K$808,000+0.06%
Q2 2021123.9K$940,000+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hillsdale Investment Management Inc.’s full portfolio or all institutional holders of CG.