CG

Carlyle Group Inc The

Latest period2024 - Q4Total superinvestors50

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 50 superinvestors own shares of Carlyle Group Inc The (CG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Carlyle Group Inc The (CG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Carlyle Group Inc The (CG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Carlyle Group Inc The (CG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Hannah Perez@Herbst Group, Llc
Recent Activity
Increased 4.94%
1.31%
$2.094M
41,475 shares@ 50.5 avg price
Rasmus Kroner@Nordea Investment Management Ab
Recent Activity
Increased 0.66%
0.01%
$966,978
19,050 shares@ 50.76 avg price
Lynn L. Chen-Zhang@Zhang Financial Llc
Recent Activity
Increased 8.09%
0.04%
$698,425
13,833 shares@ 50.49 avg price
Bernadett Horvath@Guinness Asset Management Ltd
Recent Activity
Increased 42.82%
0.02%
$692,672
13,719 shares@ 50.49 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 37.25%
0.01%
$574,620
11,380 shares@ 50.5 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 22.48%
0.01%
$418,000
8,288 shares@ 50.44 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 10.28%
0.03%
$275,827
5,463 shares@ 50.5 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
Increased 6.45%
0.02%
$41,705
826 shares@ 50.5 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Increased 253.13%
0.01%
$28,527
565 shares@ 50.5 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 1.12%
0.01%
$27,416
543 shares@ 50.49 avg price