Benedetti & Gucer’s Citigroup C Stock Holding History

Benedetti & Gucer’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 Q4	–	Sell	-5,008	Closed	-$206K	–	144
2023 Q3	$206K	Hold	5,008	–	–	0.11%	125
2023 Q2	$231K	Buy	+5,008	New	+$235K	0.12%	129

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Benedetti & Gucer's C Position: Q4 2023 in Review

Benedetti & Gucer sold out of Citigroup (C) in Q4 2023, closing a stake of 5,008 shares — an estimated $206K sold.

Benedetti & Gucer first reported a position in C in Q2 2023 and held it in 2 quarters. The position peaked at $231K in Q2 2023. 1,671 funds tracked by Wall St. Rank hold C as of Q4 2023.

Benedetti & Gucer reported no remaining Citigroup position as of Q4 2023 after selling out during the quarter.
Benedetti & Gucer sold 5,008 Citigroup shares in Q4 2023, an estimated $206K.
Benedetti & Gucer first reported a position in Citigroup in Q2 2023 and held it in 2 quarters.
Benedetti & Gucer's Citigroup position peaked at $231K in Q2 2023.
1,671 funds tracked by Wall St. Rank held Citigroup as of Q4 2023.

Based on Benedetti & Gucer's 13F filing for Q4 2023, filed 12 Feb 2024.