Everhart Financial Group »

Carlyle Group shares owned by Everhart Financial Group

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

Historical chart of Everhart Financial Group investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Carlyle Group by Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $216k 4.6k 46.91

More positions owned by Everhart Financial Group

Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Meta Platforms Cl A (META)
Vanguard Index Fds Sm Cp Val Etf (VBR)
JPMorgan Chase & Co. (JPM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Everhart Financial Group

Top funds holding Carlyle Group

BlackRock
Vanguard Group
Morgan Stanley
William Blair Investment Management
Vulcan Value Partners
Beutel, Goodman & Company
Legal & General Group
Geode Capital Management
Ameriprise Financial
Bank of New York Mellon
FMR
Robeco Investment Management
Dimensional Fund Advisors
Argent Capital Management
Frontier Capital Management

View all funds holding Carlyle Group