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
2016 Q2	–	Sell	-100,000	Closed	-$4.17M	–	158
2016 Q1	$4.17M	Buy	100,000 +80,000	+400%	+$3.34M	0.65%	40
2015 Q4	$1.03M	Sell	20,000 -30,000	-60%	-$1.59M	0.13%	64
2015 Q3	$2.48M	Buy	+50,000	New	+$2.73M	0.6%	40
2015 Q1	–	Sell	-50,000	Closed	-$2.71M	–	200
2014 Q4	$2.71M	Buy	50,000 +40,000	+400%	+$2.12M	0.43%	47
2014 Q3	$518K	Buy	+10,000	New	+$503K	0.07%	114
2013 Q3	–	Sell	-50,000	Closed	-$2.4M	–	148
2013 Q2	$2.4M	Buy	+50,000	New	+$2.4M	0.53%	43

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.