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Carlyle Group shares owned by American Trust

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

Historical chart of American Trust investment in Carlyle Group

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

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Quarterly reported holdings in Carlyle Group by American Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $214k 5.0k 43.06
2024-06-30 $216k 5.4k 40.15
2024-03-31 $267k 5.7k 46.91
2021-12-31 $224k 4.1k 54.88

More positions owned by American Trust

Vanguard S&p 500 Equities (VOO)
Ishares Core Dividend Growth Equities (DGRO)
Vanguard Intermed Term Bond Etf Equities (BIV)
Schwab Us Large Cap Equities (SCHX)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Vanguard Mid Cap Index Etf Equities (VO)
Vanguard Small Cap Etf Equities (VB)
JPMorgan Active Growth ETF Equities (JGRO)
Vanguard Ftse Developed Markets Equities (VEA)
Vanguard Mega Cap Growth ETF Equities (MGK)
Jpmorgan Nasdaq Equity Premium Equities (JEPQ)
Jp Morgan Ultra Short Income Et Equities (JPST)
Vanguard Ftse Emerging Markets Equities (VWO)
Apple Equities (AAPL)
Microsoft Equities (MSFT)

View all positions for American Trust

Top funds holding Carlyle Group

Vanguard Group
BlackRock
Capital World Investors
William Blair Investment Management
Alkeon Capital Management
State Street Corporation
Vulcan Value Partners
Robeco Investment Management
Ariel Investments
Beutel, Goodman & Company
FMR
Legal & General Group
Geode Capital Management
Bank of New York Mellon
Dimensional Fund Advisors

View all funds holding Carlyle Group