Carlyle Group shares owned by Wellington Shields Capital Management
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Wellington Shields Capital Management
from 13F filings
Historical chart of Wellington Shields Capital Management investment in Carlyle Group
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Quarterly reported holdings in Carlyle Group by Wellington Shields Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 82k | 62.70 |
| 2025-06-30 | $4.6M | 90k | 51.40 |
| 2025-03-31 | $3.5M | 81k | 43.59 |
| 2024-12-31 | $3.4M | 68k | 50.49 |
| 2024-09-30 | $2.8M | 65k | 43.06 |
| 2024-06-30 | $2.6M | 64k | 40.15 |
| 2024-03-31 | $3.2M | 69k | 46.91 |
| 2023-12-31 | $3.0M | 74k | 40.69 |
| 2023-09-30 | $2.1M | 69k | 30.16 |
| 2023-06-30 | $2.2M | 69k | 31.95 |
| 2023-03-31 | $2.1M | 68k | 31.06 |
| 2022-12-31 | $3.4M | 115k | 29.84 |
| 2022-09-30 | $3.0M | 116k | 25.84 |
| 2022-06-30 | $3.5M | 110k | 31.66 |
| 2022-03-31 | $3.2M | 66k | 48.91 |
| 2021-12-31 | $3.9M | 72k | 54.91 |
| 2021-09-30 | $3.3M | 70k | 47.29 |
| 2021-06-30 | $3.3M | 71k | 46.49 |
| 2021-03-31 | $2.6M | 71k | 36.77 |
| 2020-12-31 | $3.0M | 95k | 31.44 |
| 2020-09-30 | $2.1M | 85k | 24.67 |
| 2020-06-30 | $4.1M | 147k | 27.90 |
| 2020-03-31 | $3.1M | 142k | 21.65 |
| 2019-12-31 | $4.0M | 125k | 32.08 |
More positions owned by Wellington Shields Capital Management
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