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Applied Finance Capital Management’s Citizens Financial Group CFG Stock Holding History

Applied Finance Capital Management’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
2024
Q4 		– Sell
-11,167
Closed -$459K – 305
2024
Q3 		$459K Sell
11,167
-1,546
-12% -$62.5K 0.02% 210
2024
Q2 		$458K Buy
+12,713
New +$443K 0.02% 203

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Applied Finance Capital Management's CFG Position: Q4 2024 in Review

Applied Finance Capital Management sold out of Citizens Financial Group (CFG) in Q4 2024, closing a stake of 11,167 shares — an estimated $459K sold.

Applied Finance Capital Management first reported a position in CFG in Q2 2024 and held it in 2 quarters. The position peaked at $459K in Q3 2024. 818 funds tracked by Wall St. Rank hold CFG as of Q4 2024.

  • Applied Finance Capital Management reported no remaining Citizens Financial Group position as of Q4 2024 after selling out during the quarter.
  • Applied Finance Capital Management sold 11,167 Citizens Financial Group shares in Q4 2024, an estimated $459K.
  • Applied Finance Capital Management first reported a position in Citizens Financial Group in Q2 2024 and held it in 2 quarters.
  • Applied Finance Capital Management's Citizens Financial Group position peaked at $459K in Q3 2024.
  • 818 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2024.

Based on Applied Finance Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.