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Carlyle Group shares owned by Hemington Wealth Management

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Hemington Wealth Management from 13F filings

Historical chart of Hemington Wealth Management investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by Hemington Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by Hemington Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0k 96 41.67
2024-06-30 $406k 10k 40.12
2024-03-31 $896k 19k 46.95
2023-12-31 $2.3M 56k 40.69
2023-09-30 $1.7M 56k 30.15
2023-06-30 $3.4M 106k 31.95

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View all positions for Hemington Wealth Management

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