Ardsley Advisory Partners’s Citigroup C Stock Holding History

Ardsley Advisory Partners’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	-15,200	Closed	-$714K	–	125
2023 Q1	$714K	Buy	+15,200	New	+$746K	0.16%	77
2018 Q3	–	Sell	-125,000	Closed	-$8.37M	–	160
2018 Q2	$8.37M	Buy	+125,000	New	+$8.61M	1.26%	29
2017 Q2	–	Sell	-127,500	Closed	-$7.63M	–	146
2017 Q1	$7.63M	Buy	+127,500	New	+$7.54M	1.19%	31
2015 Q1	–	Sell	-300,000	Closed	-$16.2M	–	201
2014 Q4	$16.2M	Buy	+300,000	New	+$15.9M	2.57%	11
2014 Q1	–	Sell	-200,000	Closed	-$10.4M	–	236
2013 Q4	$10.4M	Buy	+200,000	New	+$10.1M	1.38%	17

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

Ardsley Advisory Partners's C Position: Q2 2023 in Review

Ardsley Advisory Partners sold out of Citigroup (C) in Q2 2023, closing a stake of 15,200 shares — an estimated $714K sold.

Ardsley Advisory Partners first reported a position in C in Q4 2013 and held it in 5 quarters. The position peaked at $16.2M in Q4 2014. 1,610 funds tracked by Wall St. Rank hold C as of Q2 2023.

Ardsley Advisory Partners reported no remaining Citigroup position as of Q2 2023 after selling out during the quarter.
Ardsley Advisory Partners sold 15,200 Citigroup shares in Q2 2023, an estimated $714K.
Ardsley Advisory Partners first reported a position in Citigroup in Q4 2013 and held it in 5 quarters.
Ardsley Advisory Partners's Citigroup position peaked at $16.2M in Q4 2014.
1,610 funds tracked by Wall St. Rank held Citigroup as of Q2 2023.

Based on Ardsley Advisory Partners's 13F filing for Q2 2023, filed 14 Aug 2023.