Ariel Appreciation Fund CG Holdings History
Ariel Appreciation Fund's The Carlyle Group Inc Holding Summary
As of 2025-03-31, ARIEL INVESTMENT TRUST held 558,294.00 shares of The Carlyle Group Inc(CG), totaling $24.34 Mil. This investment constitutes 2.87% of their stock portfolio, and ARIEL INVESTMENT TRUST now holds 0.15% of the outstanding The Carlyle Group Inc(CG) stock.
The initial trade took place in 2023Q2. And since then Ariel Appreciation Fund has made 3 purchases of CG, at an average price of $30.80, for a total of 763,633.00 shares. In addition, there have been 2 sales at an average price of $46.54 for 205,339.00 shares. Based on historical transaction data and CG's current price of $61.05, Ariel Appreciation Fund's estimated gain on his CG holdings is $20.12 Mil, reflecting a 85.54% gain to date.
Ariel Appreciation Fund CG ($61.05) Holding Chart
Ariel Appreciation Fund CG ($61.05) 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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