A detailed history of Herold Advisors, Inc. transactions in Carlyle Group Inc. stock. As of the latest transaction made, Herold Advisors, Inc. holds 4,500 shares of CG stock, worth $182,655. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,500
Holding current value
$182,655
% of portfolio
0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$38.45 - $47.62 $173,025 - $214,290
4,500 New
4,500 $211,000
Q2 2022

Jul 15, 2022

SELL
$31.64 - $49.42 $31,640 - $49,420
-1,000 Closed
0 $0
Q1 2022

May 09, 2022

BUY
$40.59 - $55.57 $40,590 - $55,570
1,000 New
1,000 $48,000
Q4 2021

Jan 20, 2022

SELL
$46.55 - $60.14 $46,550 - $60,140
-1,000 Closed
0 $0
Q3 2021

Nov 03, 2021

BUY
$43.71 - $51.07 $43,710 - $51,070
1,000 New
1,000 $47,000

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 $14.7B
  • 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
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