Carlyle Group Inc. - Net Worth and Insider Trading
Carlyle Group Inc. Net Worth
The estimated net worth of Carlyle Group Inc. is at least $3.6 Billion dollars as of 2024-04-19. Carlyle Group Inc. is the 10% Owner of Ortho Clinical Diagnostics Holdings PLC and owns about 118,106,000 shares of Ortho Clinical Diagnostics Holdings PLC (OCDX) stock worth over $2.1 Billion. Carlyle Group Inc. is the 10% Owner of MKS Instruments Inc and owns about 6,482,732 shares of MKS Instruments Inc (MKSI) stock worth over $704 Million. Carlyle Group Inc. is also the of ZoomInfo Technologies Inc and owns about 40,307,862 shares of ZoomInfo Technologies Inc (ZI) stock worth over $634 Million. Besides these, Carlyle Group Inc. also holds Vera Therapeutics Inc (VERA) , Jasper Therapeutics Inc (JSPR) , CommScope Holding Co Inc (COMM) . Details can be seen in Carlyle Group Inc.'s Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Carlyle Group Inc. has not made any transactions after 2024-02-08 and currently still holds the listed stock(s).
Transaction Summary of Carlyle Group Inc.
Carlyle Group Inc. Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Carlyle Group Inc. owns 41 companies in total, including PPD Inc (PPD) , ZoomInfo Technologies Inc (ZI) , and CoreSite Realty Corp (COR) among others .
Click here to see the complete history of Carlyle Group Inc.’s form 4 insider trades.
Insider Ownership Summary of Carlyle Group Inc.
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
PPD | PPD Inc | 2020-09-21 | 10 percent owner |
ZI | ZoomInfo Technologies Inc | 2022-08-15 | 10 percent owner |
COR | CoreSite Realty Corp | 2020-08-05 | 10 percent owner |
ONEM | 1Life Healthcare Inc | 2020-01-30 | 10 percent owner |
WAIR | Wesco Aircraft Holdings Inc | 2020-01-09 | 10 percent owner |
PVT.U | Pivotal Acquisition Corp | 2019-12-19 | 10 percent owner |
COMM | CommScope Holding Co Inc | 2016-11-16 | 10 percent owner |
CHKAQ | Chesapeake Energy Corp | 2019-02-01 | 10 percent owner |
MPSX | Multi Packaging Solutions International Ltd | 2017-06-06 | 10 percent owner |
COB | CommunityOne Bancorp | 2016-10-26 | 10 percent owner |
AXTA | Axalta Coating Systems Ltd | 2015-08-17 | 10 percent owner |
FSL | Freescale Semiconductor Ltd | 2015-12-07 | 10 percent owner |
SQBGQ | Sequential Brands Group Inc | 2015-12-04 | 10 percent owner |
BTH | Blyth Inc | 2015-10-13 | 10 percent owner |
CPF | Central Pacific Financial Corp | 2012-05-02 | 10 percent owner |
NLSN | Nielsen Holdings PLC | 2012-05-02 | 10 percent owner |
HDS | HD Supply Holdings Inc | 2014-12-16 | 10 percent owner |
CREG | Smart Powerr Corp | 2012-05-02 | 10 percent owner |
YELLQ | Yellow Corp | 2012-05-02 | 10 percent owner |
ALSN | Allison Transmission Holdings Inc | 2012-05-02 | 10 percent owner |
GWR | Genesee & Wyoming Inc | 2013-11-19 | 10 percent owner |
SSNC | SS&C Technologies Holdings Inc | 2012-05-02 | 10 percent owner |
CGBD | Carlyle Secured Lending Inc | 2013-04-12 | 10 percent owner |
BKU | BankUnited Inc | 2012-05-02 | 10 percent owner |
HRI | Herc Holdings Inc | 2012-05-02 | 10 percent owner |
HMPR | Hampton Roads Bankshares Inc | 2012-09-27 | 10 percent owner |
DNKN | Dunkin' Brands Group Inc | 2012-08-15 | 10 percent owner |
BAH | Booz Allen Hamilton Holding Corp | 2012-05-02 | 10 percent owner |
CIEIQ | Cobalt International Energy Inc | 2012-05-02 | 10 percent owner |
NKA | Niska Gas Storage Partners LLC | 2012-05-02 | 10 percent owner |
PVL | Permianville Royalty Trust | 2012-05-02 | 10 percent owner |
CHK | Chesapeake Energy Corp | 2019-02-01 | 10 percent owner |
KLDI | KLDiscovery Inc | 2019-12-19 | 10 percent owner |
OCDX | Ortho Clinical Diagnostics Holdings PLC | 2021-09-14 | 10 percent owner |
MKSI | MKS Instruments Inc | 2023-05-08 | 10 percent owner |
SLNO | Soleno Therapeutics Inc | 2022-08-01 | 10 percent owner |
JSPR | Jasper Therapeutics Inc | 2024-02-08 | 10 percent owner |
EFTR | eFFECTOR Therapeutics Inc | 2022-08-01 | 10 percent owner |
VERA | Vera Therapeutics Inc | 2022-08-17 | 10 percent owner |
QDEL | QuidelOrtho Corp | 2022-05-27 | 10 percent owner |
CCIF | Carlyle Credit Income Fund | 2023-01-12 | 10 percent owner |
Carlyle Group Inc. Latest Holdings Summary
Carlyle Group Inc. currently owns a total of 6 stocks. Among these stocks, Carlyle Group Inc. owns 118,106,000 shares of Ortho Clinical Diagnostics Holdings PLC (OCDX) as of September 14, 2021, with a value of $2.1 Billion and a weighting of 58.57%. Carlyle Group Inc. owns 6,482,732 shares of MKS Instruments Inc (MKSI) as of May 8, 2023, with a value of $704 Million and a weighting of 19.81%. Carlyle Group Inc. also owns 40,307,862 shares of ZoomInfo Technologies Inc (ZI) as of August 15, 2022, with a value of $634 Million and a weighting of 17.84%. The other 3 stocks Vera Therapeutics Inc (VERA) , Jasper Therapeutics Inc (JSPR) , CommScope Holding Co Inc (COMM) have a combined weighting of 3.78% among all his current holdings.
Latest Holdings of Carlyle Group Inc.
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
OCDX | Ortho Clinical Diagnostics Holdings PLC | 2021-09-14 | 118,106,000 | 17.63 | 2,082,208,780 |
MKSI | MKS Instruments Inc | 2023-05-08 | 6,482,732 | 108.65 | 704,348,832 |
ZI | ZoomInfo Technologies Inc | 2022-08-15 | 40,307,862 | 15.74 | 634,445,748 |
VERA | Vera Therapeutics Inc | 2022-08-17 | 2,960,231 | 37.54 | 111,112,271 |
JSPR | Jasper Therapeutics Inc | 2024-02-08 | 1,066,189 | 21.77 | 23,210,935 |
COMM | CommScope Holding Co Inc | 2016-11-16 | 0 | 0.95 | 0 |
Holding Weightings of Carlyle Group Inc.
Carlyle Group Inc. Form 4 Trading Tracker
According to the SEC Form 4 filings, Carlyle Group Inc. has made a total of 1 transactions in Ortho Clinical Diagnostics Holdings PLC (OCDX) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in Ortho Clinical Diagnostics Holdings PLC is the sale of 25,300,000 shares on September 14, 2021, which brought Carlyle Group Inc. around $425 Million.
According to the SEC Form 4 filings, Carlyle Group Inc. has made a total of 1 transactions in MKS Instruments Inc (MKSI) over the past 5 years, including 0 buys and 1 sells. The most-recent trade in MKS Instruments Inc is the sale of 2,000,000 shares on May 8, 2023, which brought Carlyle Group Inc. around $172 Million.
According to the SEC Form 4 filings, Carlyle Group Inc. has made a total of 55 transactions in ZoomInfo Technologies Inc (ZI) over the past 5 years, including 0 buys and 55 sells. The most-recent trade in ZoomInfo Technologies Inc is the sale of 167,755 shares on August 15, 2022, which brought Carlyle Group Inc. around $9 Million.
More details on Carlyle Group Inc.'s insider transactions can be found in the Insider Trading History of Carlyle Group Inc. table.Insider Trading History of Carlyle Group Inc.
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Carlyle Group Inc. Trading Performance
GuruFocus tracks the stock performance after each of Carlyle Group Inc.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Carlyle Group Inc. is -28.74%. GuruFocus also compares Carlyle Group Inc.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Carlyle Group Inc. within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Carlyle Group Inc.'s insider trading performs compared to the benchmark.
Performance of Carlyle Group Inc.
Average Return
Outperforming Transactions
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | 34.24 | -28.74 | -15.52 | -32.76 | ||
Relative Return to S&P 500(%) | 34.06 | -30.33 | -26.99 | -52.91 |
Carlyle Group Inc. Ownership Network
Ownership Network List of Carlyle Group Inc.
Ownership Network Relation of Carlyle Group Inc.
Carlyle Group Inc. Owned Company Details
What does PPD Inc do?
Who are the key executives at PPD Inc?
Carlyle Group Inc. is the 10 percent owner of PPD Inc. Other key executives at PPD Inc include 10 percent owner H&f Corporate Investors Vii, Ltd. , 10 percent owner H&f Corporate Investors Viii, Ltd. , and See Remarks David Michael Johnston .
PPD Inc (PPD) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of PPD Inc (PPD) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of PPD Inc (PPD) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
PPD Inc (PPD)'s detailed insider trading history can be found in Insider Trading Tracker table.
PPD Inc Insider Transactions
Carlyle Group Inc. Mailing Address
Above is the net worth, insider trading, and ownership report for Carlyle Group Inc.. You might contact Carlyle Group Inc. via mailing address: C/o The Carlyle Group, 1001 Pennsylvania Avenue, N.w., Washington Dc 20004.