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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -10.69%
0.01%
$251,597
5,843 shares@ 43.06 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Decreased -8.33%
0.03%
$277,695
5,500 shares@ 50.49 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -2.56%
0.01%
$245,785
4,868 shares@ 50.49 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Decreased -1.52%
0.02%
$244,468
4,842 shares@ 50.49 avg price
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
Recent Activity
Decreased -5.58%
0.01%
$8,533
169 shares@ 50.5 avg price