Hemington Wealth Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Carlyle Group by Hemington Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 56k 40.69
2023-09-30 $1.7M 56k 30.15
2023-06-30 $3.4M 106k 31.95

More positions owned by Hemington Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Etf (DFUS)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Lifestance Health Group (LFST)

View all positions for Hemington Wealth Management

Top funds holding Carlyle Group

Vanguard Group
William Blair Investment Management
Beutel, Goodman & Company
Legal & General Group
Norges Bank Investment Management
Bank of New York Mellon
Goldman Sachs Group
Dimensional Fund Advisors
Argent Capital Management
Bamco
Davis Asset Management
Lgt Capital Partners
Bank of America Corporation
Charles Schwab Investment Management
Markel Corporation

View all funds holding Carlyle Group