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Carlyle Group shares owned by Westbourne Investment Advisors

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Westbourne Investment Advisors from 13F filings

Historical chart of Westbourne Investment Advisors investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by Westbourne Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by Westbourne Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $258k 5.5k 46.91
2023-12-31 $224k 5.5k 40.73
2022-03-31 $284k 5.8k 48.97
2021-12-31 $313k 5.7k 54.91
2021-09-30 $269k 5.7k 47.19
2021-06-30 $270k 5.8k 46.55
2021-03-31 $213k 5.8k 36.72