Carlyle Group shares owned by Sargent Investment Group
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Sargent Investment Group
from 13F filings
Historical chart of Sargent Investment Group investment in Carlyle Group
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All positions including Carlyle Group held by Sargent Investment Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Carlyle Group by Sargent Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 308k | 62.70 |
| 2025-06-30 | $20M | 320k | 62.90 |
| 2025-03-31 | $13M | 300k | 43.59 |
| 2024-12-31 | $15M | 302k | 50.54 |
| 2024-09-30 | $12M | 284k | 43.06 |
| 2024-06-30 | $11M | 280k | 40.15 |
| 2024-03-31 | $14M | 290k | 46.91 |
| 2023-12-31 | $13M | 310k | 40.69 |
| 2023-09-30 | $9.4M | 311k | 30.16 |
| 2023-06-30 | $10M | 324k | 31.95 |
| 2023-03-31 | $10M | 327k | 30.45 |
| 2022-12-31 | $9.8M | 329k | 29.84 |
| 2022-09-30 | $8.8M | 318k | 27.64 |
| 2022-06-30 | $9.6M | 302k | 31.66 |
| 2022-03-31 | $15M | 296k | 48.91 |
| 2021-12-31 | $17M | 303k | 54.90 |
| 2021-09-30 | $15M | 312k | 47.28 |
| 2021-06-30 | $15M | 313k | 46.48 |
| 2021-03-31 | $12M | 313k | 36.76 |
| 2020-12-31 | $10M | 326k | 31.44 |
| 2020-09-30 | $9.0M | 364k | 24.67 |
| 2020-06-30 | $11M | 399k | 27.89 |
| 2020-03-31 | $9.6M | 441k | 21.65 |