Wanger Acorn CG Holdings History
Number of Shares
204,222.00
Current Holdings Value*
$8.90 Mil
% of Portfolio
2.08%
Total Estimate Gain
$2.07 Mil
% of Total Estimate Gain
20.29%
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 $60.17, Wanger Acorn's estimated gain on his CG holdings is $2.07 Mil, reflecting a 20.29% gain to date.
Wanger Acorn CG ($60.17) Holding Chart
Wanger Acorn CG ($60.17) 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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