Carlyle Group shares owned by Westbourne Investment Advisors
Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Westbourne Investment Advisors
from 13F filings
Historical chart of Westbourne Investment Advisors investment in Carlyle Group
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Quarterly reported holdings in Carlyle Group by Westbourne Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $364k | 5.8k | 62.70 |
| 2025-06-30 | $314k | 6.1k | 51.40 |
| 2025-03-31 | $249k | 5.7k | 43.59 |
| 2024-12-31 | $288k | 5.7k | 50.53 |
| 2024-09-30 | $245k | 5.7k | 42.98 |
| 2024-06-30 | $221k | 5.5k | 40.18 |
| 2024-03-31 | $258k | 5.5k | 46.91 |
| 2023-12-31 | $224k | 5.5k | 40.73 |
| 2022-03-31 | $284k | 5.8k | 48.97 |
| 2021-12-31 | $313k | 5.7k | 54.91 |
| 2021-09-30 | $269k | 5.7k | 47.19 |
| 2021-06-30 | $270k | 5.8k | 46.55 |
| 2021-03-31 | $213k | 5.8k | 36.72 |
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