A detailed history of Fiduciary Group LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Fiduciary Group LLC holds 8,500 shares of CG stock, worth $416,755. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,500
Previous 8,500 -0.0%
Holding current value
$416,755
Previous $341,000 7.33%
% of portfolio
0.04%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$39.05 - $47.85 $3,904 - $4,785
100 Added 1.19%
8,500 $341,000
Q3 2023

Nov 13, 2023

BUY
$29.13 - $35.71 $2,913 - $3,571
100 Added 1.2%
8,400 $253,000
Q3 2022

Nov 14, 2022

BUY
$19.47 - $38.91 $3,894 - $7,781
200 Added 2.47%
8,300 $244,000
Q4 2021

Feb 14, 2022

BUY
$46.55 - $60.14 $4,655 - $6,014
100 Added 1.25%
8,100 $445,000
Q3 2021

Oct 27, 2021

BUY
$43.71 - $51.07 $13,113 - $15,321
300 Added 3.9%
8,000 $450,000
Q4 2020

Feb 12, 2021

BUY
$24.88 - $31.44 $191,576 - $242,088
7,700 New
7,700 $286,000
Q3 2020

Nov 12, 2020

SELL
$23.57 - $29.61 $181,489 - $227,997
-7,700 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$19.71 - $30.94 $151,767 - $238,238
7,700 New
7,700 $215,000

Others Institutions Holding CG

About Carlyle Group Inc.


  • Ticker CG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 361,324,992
  • Market Cap $17.7B
  • Description
  • The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity pr...
More about CG
Track This Portfolio

Track Fiduciary Group LLC Portfolio

Follow Fiduciary Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Group LLC with notifications on news.