Carlyle Group (CG)

Sector:Financials
Super Investor Stats:
Ownership count:2
Ownership rank:348
% of all portfolios:0.042%
Hold Price * :$43.06
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q3  2024
≡ John Rogers - Ariel Appreciation Fund Add 5.97% 36,519 0.16
Q1  2024
≡ John Rogers - Ariel Appreciation Fund Reduce 15.88% 115,480 0.51
Q4  2023
≡ John Rogers - Ariel Appreciation Fund Add 14.66% 92,964 0.36
Q3  2023
≡ John Rogers - Ariel Appreciation Fund Add 19.64% 104,080 0.32
Q2  2023
≡ John Rogers - Ariel Appreciation Fund Buy 530,070 1.57
Q4  2022
≡ Thomas Gayner - Markel Group Add 1.53% 20,000 0.01
Q3  2022
≡ Thomas Gayner - Markel Group Add 5.66% 70,000 0.03
Q2  2022
≡ Bill Miller - Miller Value Partners Sell 100.00% 88,000 0.16
Q4  2021
≡ Thomas Gayner - Markel Group Add 0.16% 2,000 0.00
≡ Bill Miller - Miller Value Partners Reduce 16.19% 17,000 0.03
Q3  2021
≡ Thomas Gayner - Markel Group Add 0.90% 11,000 0.01
Q2  2021
≡ Thomas Gayner - Markel Group Add 0.16% 2,000 0.00
≡ Bill Miller - Miller Value Partners Reduce 22.37% 30,260 0.04
Q1  2021
≡ Bill Miller - Miller Value Partners Reduce 29.07% 55,440 0.06
Q4  2020
≡ Bill Miller - Miller Value Partners Reduce 1.19% 2,300 0.00
Q3  2020
≡ Bill Miller - Miller Value Partners Reduce 12.27% 27,000 0.03
Q2  2020
≡ Bill Miller - Miller Value Partners Reduce 42.84% 164,900 0.20
Q1  2020
≡ Thomas Gayner - Markel Group Add 0.99% 12,000 0.00
≡ Bill Miller - Miller Value Partners Reduce 33.40% 193,000 0.27
Q4  2019
≡ Thomas Gayner - Markel Group Add 2.80% 33,000 0.01
≡ Bill Miller - Miller Value Partners Reduce 1.01% 5,900 0.01
Q2  2019
≡ Thomas Gayner - Markel Group Add 2.88% 33,000 0.01
Q1  2019
≡ Thomas Gayner - Markel Group Add 4.67% 51,000 0.02
Q4  2018
≡ Bill Miller - Miller Value Partners Add 47.13% 187,000 0.13
≡ Thomas Gayner - Markel Group Add 0.28% 3,000 0.00
Q3  2018
≡ Bill Miller - Miller Value Partners Add 11.46% 40,800 0.03
≡ Thomas Gayner - Markel Group Add 4.06% 42,500 0.02
Q2  2018
≡ Thomas Gayner - Markel Group Add 8.89% 85,500 0.03
≡ Bill Miller - Miller Value Partners Add 6.27% 21,000 0.02
Q1  2018
≡ Thomas Gayner - Markel Group Add 20.70% 165,000 0.07
Q3  2017
≡ Thomas Gayner - Markel Group Add 15.17% 105,000 0.05
Q2  2017
≡ Thomas Gayner - Markel Group Add 31.31% 165,000 0.07
Q1  2017
≡ Bill Miller - Miller Value Partners Add 67.50% 135,000 0.11
≡ Thomas Gayner - Markel Group Add 10.48% 50,000 0.02
Q4  2016
≡ Bill Miller - Miller Value Partners Add 132.56% 114,000 0.09
≡ Thomas Gayner - Markel Group Add 5.30% 24,000 0.01
Q3  2016
≡ Bill Miller - Miller Value Partners Add 22.86% 16,000 0.01
≡ Thomas Gayner - Markel Group Add 10.22% 42,000 0.02
Q2  2016
≡ Thomas Gayner - Markel Group Add 3.01% 12,000 0.01
Q3  2015
≡ Thomas Gayner - Markel Group Add 6.40% 24,000 0.01
Q2  2015
≡ Thomas Gayner - Markel Group Add 6.84% 24,000 0.02
Q1  2015
≡ Thomas Gayner - Markel Group Add 9.01% 29,000 0.02
Q4  2014
≡ Thomas Gayner - Markel Group Add 11.03% 32,000 0.02
Q3  2014
≡ Thomas Gayner - Markel Group Add 12.84% 33,000 0.03
Q2  2014
≡ Thomas Gayner - Markel Group Add 15.25% 34,000 0.03
Q1  2014
≡ Thomas Gayner - Markel Group Add 13.78% 27,000 0.03
Q4  2013
≡ Thomas Gayner - Markel Group Add 45.19% 61,000 0.07
Q3  2013
≡ Thomas Gayner - Markel Group Add 575.00% 115,000 0.10
Q2  2013
≡ Thomas Gayner - Markel Group Buy 20,000 0.02

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.