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Carlyle Group shares owned by Jessup Wealth Management

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

Historical chart of Jessup Wealth Management investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Carlyle Group by Jessup Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.6M 163k 46.91

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NVIDIA Corporation (NVDA)
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Ishares Tr Russell 2000 Etf (IWM)
Qualcomm (QCOM)
Sherwin-Williams Company (SHW)
Carlyle Group (CG)
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View all positions for Jessup 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