Number of Shares
558,294.00
Current Holdings Value*
$24.34 Mil
% of Portfolio
2.87%
Total Estimate Gain
$19.96 Mil
% of Total Estimate Gain
84.88%

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 $60.77, Ariel Appreciation Fund's estimated gain on his CG holdings is $19.96 Mil, reflecting a 84.88% gain to date.

Ariel Appreciation Fund CG ($60.77) Holding Chart

Ariel Appreciation Fund CG ($60.77) 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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