Number of Shares
314,434.00
Current Holdings Value*
$16.16 Mil
% of Portfolio
2.65%
Total Estimate Gain
$2.34 Mil
% of Total Estimate Gain
15.07%

Allen Mooney & Barnes Investment Advisors LLC's The Carlyle Group Inc Holding Summary

As of 2025-06-30, Allen Mooney & Barnes Investment Advisors LLC held 314,434.00 shares of The Carlyle Group Inc(CG), totaling $16.16 Mil. This investment constitutes 2.65% of their stock portfolio, and Allen Mooney & Barnes Investment Advisors LLC now holds 0.09% of the outstanding The Carlyle Group Inc(CG) stock.

The initial trade took place in 2025Q1. And since then Allen Mooney & Barnes Investment Advisors LLC has made 2 purchases of CG, at an average price of $49.42, for a total of 314,434.00 shares. Based on historical transaction data and CG's current price of $56.87, Allen Mooney & Barnes Investment Advisors LLC's estimated gain on his CG holdings is $2.34 Mil, reflecting a 15.07% gain to date.

Allen Mooney & Barnes Investment Advisors LLC CG ($56.87) Holding Chart

Allen Mooney & Barnes Investment Advisors LLC CG ($56.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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