JEPPSON WEALTH MANAGEMENT, LLC - CARLYLE GROUP INC ownership

CARLYLE GROUP INC's ticker is CG and the CUSIP is 14316J108. A total of 294 filers reported holding CARLYLE GROUP INC in Q4 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.1%.

Quarter-by-quarter ownership
JEPPSON WEALTH MANAGEMENT, LLC ownership history of CARLYLE GROUP INC
ValueSharesWeighting
Q2 2024$1,102,190
-15.3%
27,452
-1.0%
0.42%
-16.8%
Q1 2024$1,301,360
+12.5%
27,742
-2.5%
0.50%
+5.4%
Q4 2023$1,157,202
+33.3%
28,439
-1.2%
0.48%
+20.4%
Q3 2023$868,283
-5.9%
28,789
-0.4%
0.40%
-1.0%
Q2 2023$923,163
+5.5%
28,894
+2.5%
0.40%
+5.5%
Q1 2023$875,293
+3.8%
28,181
-0.2%
0.38%
+7.6%
Q4 2022$842,845
+14.7%
28,246
-0.7%
0.35%
+6.3%
Q3 2022$735,000
-11.2%
28,445
+8.7%
0.33%
-6.5%
Q2 2022$828,000
-33.0%
26,164
+3.5%
0.36%
-38.3%
Q1 2022$1,236,000
-9.1%
25,287
+2.1%
0.58%
-12.0%
Q4 2021$1,360,000
+11.2%
24,772
-4.3%
0.66%
+3.0%
Q3 2021$1,223,000
-0.2%
25,874
-1.9%
0.64%
-4.6%
Q2 2021$1,225,000
+18.6%
26,364
-6.2%
0.67%
+8.8%
Q1 2021$1,033,000
+14.3%
28,103
-2.3%
0.61%
+2.2%
Q4 2020$904,000
+27.3%
28,757
-0.1%
0.60%
+8.1%
Q3 2020$710,00028,7870.56%
Other shareholders
CARLYLE GROUP INC shareholders Q4 2020
NameSharesValueWeighting ↓
Vulcan Value Partners, LLC 7,495,229$300,7674.26%
SIRIOS CAPITAL MANAGEMENT L P 515,058$20,679,5793.60%
Gator Capital Management, LLC 162,300$6,516,3453.31%
ALGEBRIS (UK) LTD 246,922$9,253,2372.98%
Davis Asset Management, L.P. 1,500,000$60,225,0002.70%
ARGENT CAPITAL MANAGEMENT LLC 2,069,748$83,100,3922.44%
Sargent Investment Group, LLC 279,953$11,240,1132.29%
Ariel Investments 4,937,725$198,249,6592.15%
SMH CAPITAL ADVISORS INC 15,845$636,1571.95%
Kerusso Capital Management LLC 63,526$2,550,5691.85%
View complete list of CARLYLE GROUP INC shareholders