Carlyle Group shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Carlyle Group
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Quarterly reported holdings in Carlyle Group by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $322k | 8.0k | 40.15 |
| 2024-03-31 | $377k | 8.0k | 46.91 |
| 2023-12-31 | $327k | 8.0k | 40.69 |
| 2023-09-30 | $212k | 7.0k | 30.16 |
| 2023-06-30 | $257k | 8.0k | 31.95 |
| 2023-03-31 | $228k | 7.3k | 31.06 |
| 2022-12-31 | $284k | 9.5k | 29.84 |
| 2022-09-30 | $301k | 12k | 25.88 |
| 2022-06-30 | $359k | 11k | 31.68 |
| 2022-03-31 | $352k | 7.2k | 48.89 |
| 2021-12-31 | $395k | 7.2k | 54.86 |
| 2021-09-30 | $340k | 7.2k | 47.22 |
| 2021-06-30 | $335k | 7.2k | 46.53 |
| 2021-03-31 | $265k | 7.2k | 36.81 |
| 2020-12-31 | $226k | 7.2k | 31.39 |
| 2020-06-30 | $201k | 7.2k | 27.92 |