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Carlyle Group shares owned by Carson Advisory

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Carson Advisory from 13F filings

Historical chart of Carson Advisory investment in Carlyle Group

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All positions including Carlyle Group held by Carson Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by Carson Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $775k 17k 46.91
2023-12-31 $692k 17k 40.69
2023-09-30 $528k 18k 30.16
2023-06-30 $575k 18k 31.95
2023-03-31 $476k 15k 31.06
2022-12-31 $476k 16k 29.84
2022-09-30 $415k 16k 25.86
2022-06-30 $492k 16k 31.64
2022-03-31 $743k 15k 48.88
2021-12-31 $834k 15k 54.87