Carlyle Group shares owned by Wellington Shields & Co
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Wellington Shields & Co
from 13F filings
Historical chart of Wellington Shields & Co investment in Carlyle Group
Tip: Access up to 7 years of quarterly data
All positions including Carlyle Group held by Wellington Shields & Co consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Carlyle Group by Wellington Shields & Co
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $75k | 1.7k | 43.06 |
2024-06-30 | $59k | 1.5k | 40.15 |
2024-03-31 | $81k | 1.7k | 46.91 |
2023-12-31 | $103k | 2.5k | 40.68 |
2023-09-30 | $76k | 2.5k | 30.15 |
2023-06-30 | $81k | 2.5k | 31.94 |
2023-03-31 | $105k | 3.4k | 31.06 |
2022-12-31 | $110k | 3.7k | 29.84 |
2022-09-30 | $121k | 4.7k | 25.80 |
2022-06-30 | $206k | 6.5k | 31.67 |
2022-03-31 | $220k | 4.5k | 48.83 |
2021-12-31 | $210k | 3.8k | 54.90 |
2021-03-31 | $201k | 5.5k | 36.71 |
2020-06-30 | $203k | 7.3k | 27.87 |