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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

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by Wellington Shields Capital Management consolidated in one spreadsheet with up to 7 years of data

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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
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