Carlyle Group shares owned by Herold Advisors
Historical chart of Herold Advisors investment in Carlyle Group
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All positions including Carlyle Group held by Herold Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Carlyle Group by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $282k | 4.5k | 62.70 |
| 2025-06-30 | $231k | 4.5k | 51.40 |
| 2024-12-31 | $227k | 4.5k | 50.49 |
| 2024-03-31 | $211k | 4.5k | 46.91 |
| 2022-03-31 | $49k | 1.0k | 48.91 |
| 2021-09-30 | $47k | 1.0k | 47.00 |