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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

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
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