Carlyle Group shares owned by Wellington Shields & Co
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Wellington Shields & Co
from 13F filings
Historical chart of Wellington Shields & Co investment in Carlyle Group
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Quarterly reported holdings in Carlyle Group by Wellington Shields & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $81k | 1.7k | 46.91 |
| 2023-12-31 | $103k | 2.5k | 40.68 |
| 2023-09-30 | $76k | 2.5k | 30.15 |
| 2023-06-30 | $81k | 2.5k | 31.94 |
| 2023-03-31 | $105k | 3.4k | 31.06 |
| 2022-12-31 | $110k | 3.7k | 29.84 |
| 2022-09-30 | $121k | 4.7k | 25.80 |
| 2022-06-30 | $206k | 6.5k | 31.67 |
| 2022-03-31 | $220k | 4.5k | 48.83 |
| 2021-12-31 | $210k | 3.8k | 54.90 |
| 2021-03-31 | $201k | 5.5k | 36.71 |
| 2020-06-30 | $203k | 7.3k | 27.87 |