A detailed history of Everhart Financial Group, Inc. transactions in Carlyle Group Inc. stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 13,051 shares of CG stock, worth $696,009. This represents 0.07% of its overall portfolio holdings.

Number of Shares
13,051
Previous 9,141 42.77%
Holding current value
$696,009
Previous $573,000 21.47%
% of portfolio
0.07%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026

BUY
$51.16 - $63.48 $200,035 - $248,206
3,910 Added 42.77%
13,051 $696,000
Q3 2025

Nov 04, 2025

BUY
$52.82 - $69.35 $92,118 - $120,946
1,744 Added 23.58%
9,141 $573,000
Q2 2025

Aug 07, 2025

BUY
$34.78 - $51.4 $19,650 - $29,041
565 Added 8.27%
7,397 $380,000
Q1 2025

Apr 16, 2025

SELL
$40.03 - $56.96 $5,484 - $7,803
-137 Reduced 1.97%
6,832 $297,000
Q4 2024

Jan 30, 2025

BUY
$43.2 - $54.81 $38,059 - $48,287
881 Added 14.47%
6,969 $351,000
Q3 2024

Nov 04, 2024

BUY
$37.24 - $49.74 $226,717 - $302,817
6,088 New
6,088 $262,000
Q1 2024

May 13, 2024

BUY
$38.45 - $47.62 $177,139 - $219,385
4,607 New
4,607 $216,000

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 $19.3B
  • 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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