Carlyle Group shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Carlyle Group
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All positions including Carlyle Group held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Carlyle Group by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $771k | 13k | 59.11 |
| 2025-09-30 | $573k | 9.1k | 62.70 |
| 2025-06-30 | $380k | 7.4k | 51.40 |
| 2025-03-31 | $298k | 6.8k | 43.59 |
| 2024-12-31 | $352k | 7.0k | 50.49 |
| 2024-09-30 | $262k | 6.1k | 43.06 |
| 2024-03-31 | $216k | 4.6k | 46.91 |