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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

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Quarterly 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