Number of Shares
236,263.00
Current Holdings Value*
$3.23 Mil
% of Portfolio
1.93%
Total Estimate Gain
$-748,435.53
% of Total Estimate Gain
-18.33%

HAGER INVESTMENT MANAGEMENT SERVICES, LLC's Carlyle Secured Lending Inc Holding Summary

As of 2025-06-30, HAGER INVESTMENT MANAGEMENT SERVICES, LLC held 236,263.00 shares of Carlyle Secured Lending Inc(CGBD), totaling $3.23 Mil. This investment constitutes 1.93% of their stock portfolio, and HAGER INVESTMENT MANAGEMENT SERVICES, LLC now holds 0.32% of the outstanding Carlyle Secured Lending Inc(CGBD) stock.

The initial trade took place in 2024Q4. And since then HAGER INVESTMENT MANAGEMENT SERVICES, LLC has made 1 purchases of CGBD, at an average price of $17.13, for a total of 238,364.00 shares. In addition, there have been 1 sales at an average price of $17.66 for 2,101.00 shares. Based on historical transaction data and CGBD's current price of $13.96, HAGER INVESTMENT MANAGEMENT SERVICES, LLC's estimated gain on his CGBD holdings is $-748,435.53, reflecting a -18.33% gain to date.

HAGER INVESTMENT MANAGEMENT SERVICES, LLC CGBD ($13.96) Holding Chart

HAGER INVESTMENT MANAGEMENT SERVICES, LLC CGBD ($13.96) 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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