A detailed history of Stiles Financial Services Inc transactions in Carlyle Group Inc. stock. As of the latest transaction made, Stiles Financial Services Inc holds 12,205 shares of CG stock, worth $565,457. This represents 0.23% of its overall portfolio holdings.

Number of Shares
12,205
Previous 12,473 2.15%
Holding current value
$565,457
Previous $507,000 12.82%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Apr 30, 2024

SELL
$38.45 - $47.62 $10,304 - $12,762
-268 Reduced 2.15%
12,205 $572,000
Q4 2023

Jan 26, 2024

BUY
$27.54 - $41.99 $15,422 - $23,514
560 Added 4.7%
12,473 $507,000
Q3 2023

Nov 08, 2023

BUY
$29.13 - $35.71 $3,408 - $4,178
117 Added 0.99%
11,913 $359,000
Q2 2023

Jul 21, 2023

BUY
$25.72 - $31.95 $16,023 - $19,904
623 Added 5.58%
11,796 $376,000
Q1 2023

May 11, 2023

BUY
$29.99 - $37.76 $38,297 - $48,219
1,277 Added 12.9%
11,173 $347,000
Q4 2022

Jan 27, 2023

BUY
$25.33 - $31.76 $250,665 - $314,296
9,896 New
9,896 $0

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 $16.7B
  • 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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