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55I LLC’s Citizens Financial Group CFG Stock Holding History

55I LLC’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$237K Buy
+6,893
New +$255K 0.01% 546

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

55I LLC's CFG Position: Q3 2022 in Review

55I LLC opened a new position in Citizens Financial Group (CFG) in Q3 2022: 6,893 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #546 among its holdings.

732 funds tracked by Wall St. Rank hold CFG as of Q3 2022.

  • 55I LLC held 6,893 shares of Citizens Financial Group worth $237K as of Q3 2022.
  • Citizens Financial Group was a new 55I LLC position in Q3 2022.
  • Citizens Financial Group made up 0.01% of 55I LLC's portfolio in Q3 2022, its #546 holding.
  • 732 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.