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      Current Value of Holding

      $298M

      Shares

      4.71M

      % of Portfolio

      3.13%

      Average Buy Price

      $29.8

      Avg closing price
      Price range

      11 John W. Rogers Jr. Carlyle Group(The) Trades

      John W. Rogers Jr.'s position in Carlyle Group(The) is currently worth $298M. That's 3.13% of their equity portfolio (9th largest holding). The investor owns 1.28% of the outstanding Carlyle Group(The) stock. The first Carlyle Group(The) trade was made in Q4 2022. Since then John W. Rogers Jr. bought shares six more times and sold shares on four occasions. The stake costed the investor $140M, netting the investor a gain of 113% so far.

      Avg closing price
      Price range
      Sold 2.8% shares (-134k shares) Q2 2025
      Avg closing price $43.04
      Price range $34.78 - $51.40
      Sold 1.5% shares (-71.5k shares) Q1 2025
      Avg closing price $49.76
      Price range $40.03 - $56.96
      Sold 3.5% shares (-178k shares) Q4 2024
      Avg closing price $50.76
      Price range $43.20 - $54.81
      Increased shares by 3.1% (+151k shares) Q3 2024
      Avg closing price $41.91
      Price range $37.23 - $49.74
      Increased shares by 1.1% (+54.8k shares) Q2 2024
      Avg closing price $43.18
      Price range $39.05 - $47.85
      Sold 23.6% shares (-1.5M shares) Q1 2024
      Avg closing price $43.22
      Price range $38.45 - $47.62
      Increased shares by 0.4% (+22.8k shares) Q4 2023
      Avg closing price $32.93
      Price range $27.54 - $41.99
      Increased shares by 16.9% (+918k shares) Q3 2023
      Avg closing price $32.22
      Price range $29.13 - $35.71
      Increased shares by 79.6% (+2.41M shares) Q2 2023
      Avg closing price $29.21
      Price range $25.72 - $31.95
      Increased shares by 3.6% (+106k shares) Q1 2023
      Avg closing price $33.37
      Price range $29.99 - $37.76
      New holding (+2.93M shares) Q4 2022
      Avg closing price $28.54
      Price range $25.43 - $31.76

      News about Carlyle Group Inc (The) and John W. Rogers Jr.

      John Rogers'' Ariel Investments Bolsters Position in The Carlyle Group Inc by 79.59%

      John Rogers'' Ariel Investments Bolsters Position in The Carlyle Group Inc by 79.59%

      John Rogers'' Ariel Investments Bolsters Position in The Carlyle Group Inc by 79.59%

      GuruFocus GuruFocus, almost 2 years ago
      What Makes The Carlyle Group (CG) Stock Attractive?

      What Makes The Carlyle Group (CG) Stock Attractive?

      Ariel Investments, an investment management company, released its ¡°Ariel Small/Mid Cap Value Strategy¡± fourth-quarter investor letter. A copy of the same can...

      Insider Monkey Insider Monkey, over 2 years ago

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