Carlyle Group shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Carlyle Group
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Quarterly reported holdings in Carlyle Group by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 49k | 62.70 |
| 2025-06-30 | $2.1M | 42k | 51.40 |
| 2025-03-31 | $1.8M | 42k | 43.59 |
| 2024-12-31 | $2.1M | 42k | 50.49 |
| 2024-09-30 | $1.9M | 43k | 43.06 |
| 2024-06-30 | $1.8M | 46k | 40.15 |
| 2024-03-31 | $2.2M | 48k | 46.91 |
| 2023-12-31 | $2.0M | 48k | 40.69 |
| 2022-09-30 | $400k | 16k | 25.81 |
| 2022-06-30 | $490k | 16k | 31.61 |
| 2022-03-31 | $758k | 16k | 48.90 |
| 2021-12-31 | $850k | 16k | 54.84 |
| 2021-09-30 | $732k | 16k | 47.23 |
More positions owned by Summit Investment Advisors
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