Carlyle Group shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Carlyle Group
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Quarterly reported holdings in Carlyle Group by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 27k | 43.06 |
| 2024-06-30 | $1.1M | 28k | 40.15 |
| 2024-03-31 | $1.3M | 28k | 46.91 |
| 2023-12-31 | $1.2M | 28k | 40.69 |
| 2023-09-30 | $868k | 29k | 30.16 |
| 2023-06-30 | $923k | 29k | 31.95 |
| 2023-03-31 | $875k | 28k | 31.06 |
| 2022-12-31 | $843k | 28k | 29.84 |
| 2022-09-30 | $735k | 28k | 25.84 |
| 2022-06-30 | $828k | 26k | 31.65 |
| 2022-03-31 | $1.2M | 25k | 48.88 |
| 2021-12-31 | $1.4M | 25k | 54.90 |
| 2021-09-30 | $1.2M | 26k | 47.27 |
| 2021-06-30 | $1.2M | 26k | 46.46 |
| 2021-03-31 | $1.0M | 28k | 36.76 |
| 2020-12-31 | $904k | 29k | 31.44 |
| 2020-09-30 | $710k | 29k | 24.66 |
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