Wanger Acorn CG Holdings History

Number of Shares
204,222.00
Current Holdings Value*
$8.90 Mil
% of Portfolio
2.08%
Total Estimate Gain
$1.67 Mil
% of Total Estimate Gain
16.33%

Wanger Acorn's The Carlyle Group Inc Holding Summary

As of 2025-03-31, Wanger Acorn held 204,222.00 shares of The Carlyle Group Inc(CG), totaling $8.90 Mil. This investment constitutes 2.08% of their stock portfolio, and Wanger Acorn now holds 0.06% of the outstanding The Carlyle Group Inc(CG) stock.

The initial trade took place in 2024Q4. And since then Wanger Acorn has made 2 purchases of CG, at an average price of $50.02, for a total of 204,222.00 shares. Based on historical transaction data and CG's current price of $58.19, Wanger Acorn's estimated gain on his CG holdings is $1.67 Mil, reflecting a 16.33% gain to date.

Wanger Acorn CG ($58.19) Holding Chart

Wanger Acorn CG ($58.19) 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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