John W. Rogers Jr.: 14 Carlyle Group(The) transactions (Ariel

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

John W. Rogers Jr.'s position in Carlyle Group(The) is currently worth $176M. That's 1.91% of their equity portfolio (25th largest holding). The investor owns 1.12% 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 seven more times and sold shares on six occasions. The stake costed the investor $119M, netting the investor a gain of 47% so far.

Avg closing price

Price range

Increased shares by 0.8% (+31.4k shares) Q1 2026

Avg closing price $56.64

Price range $45.31 - $66.12

Sold 6.7% shares (-283k shares) Q4 2025

Avg closing price $56.76

Price range $50.78 - $63.48

Sold 10.0% shares (-472k shares) Q3 2025

Avg closing price $62.40

Price range $52.82 - $69.35

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%

GuruFocus, over 2 years ago

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, about 3 years ago