Bank Julius Baer & Co
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Bank Julius Baer & Co’s Citizens Financial Group CFG Stock Holding History

Bank Julius Baer & Co’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
2020
Q4 		– Sell
-789
Closed -$20K – 811
2020
Q3 		$20K Buy
789
+734
+1,335% +$18.6K ﹤0.01% 656
2020
Q2 		$1K Buy
+55
New +$1.25K ﹤0.01% 661

Other funds holding CFG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank Julius Baer & Co's CFG Position: Q4 2020 in Review

Bank Julius Baer & Co sold out of Citizens Financial Group (CFG) in Q4 2020, closing a stake of 789 shares — an estimated $20K sold.

Bank Julius Baer & Co first reported a position in CFG in Q2 2020 and held it in 2 quarters. The position peaked at $20K in Q3 2020. 610 funds tracked by Wall St. Rank hold CFG as of Q4 2020.

  • Bank Julius Baer & Co reported no remaining Citizens Financial Group position as of Q4 2020 after selling out during the quarter.
  • Bank Julius Baer & Co sold 789 Citizens Financial Group shares in Q4 2020, an estimated $20K.
  • Bank Julius Baer & Co first reported a position in Citizens Financial Group in Q2 2020 and held it in 2 quarters.
  • Bank Julius Baer & Co's Citizens Financial Group position peaked at $20K in Q3 2020.
  • 610 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2020.

Based on Bank Julius Baer & Co's 13F filing for Q4 2020, filed 12 Feb 2021.