Acrisure Capital Management’s Citigroup C Stock Holding History

Acrisure Capital Management’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-16,425	Closed	-$770K	–	39
2023 Q1	$770K	Buy	16,425 +11,423	+228%	+$561K	0.78%	19
2022 Q4	$226K	Buy	+5,002	New	+$227K	0.25%	172

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Acrisure Capital Management's C Position: Q2 2023 in Review

Acrisure Capital Management sold out of Citigroup (C) in Q2 2023, closing a stake of 16,425 shares — an estimated $770K sold.

Acrisure Capital Management first reported a position in C in Q4 2022 and held it in 2 quarters. The position peaked at $770K in Q1 2023. 1,610 funds tracked by Wall St. Rank hold C as of Q2 2023.

Acrisure Capital Management reported no remaining Citigroup position as of Q2 2023 after selling out during the quarter.
Acrisure Capital Management sold 16,425 Citigroup shares in Q2 2023, an estimated $770K.
Acrisure Capital Management first reported a position in Citigroup in Q4 2022 and held it in 2 quarters.
Acrisure Capital Management's Citigroup position peaked at $770K in Q1 2023.
1,610 funds tracked by Wall St. Rank held Citigroup as of Q2 2023.

Based on Acrisure Capital Management's 13F filing for Q2 2023.