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Carlyle Group shares owned by Zhang Financial

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Zhang Financial from 13F filings

Historical chart of Zhang Financial investment in Carlyle Group

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All positions including Carlyle Group held by Zhang Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by Zhang Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $606k 13k 46.91
2023-12-31 $580k 14k 40.69
2023-09-30 $480k 16k 30.16
2023-06-30 $511k 16k 31.95
2023-03-31 $495k 16k 31.06
2022-12-31 $566k 19k 29.84
2022-09-30 $482k 19k 25.81
2022-06-30 $531k 17k 31.63
2022-03-31 $774k 16k 48.94
2021-12-31 $379k 6.9k 54.84