BIMC
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Benson Investment Management Company’s Citigroup C Stock Holding History

Benson Investment Management Company’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
2021
Q4 		– Sell
-66,045
Closed -$4.63M – 59
2021
Q3 		$4.63M Buy
66,045
+195
+0.3% +$13.6K 2.39% 11
2021
Q2 		$4.66M Buy
65,850
+65,830
+329,150% +$4.87M 2.37% 14
2021
Q1 		$1K Hold
20
– – ﹤0.01% 54
2020
Q4 		$1K Hold
20
– – ﹤0.01% 51
2020
Q3 		$1K Hold
20
– – ﹤0.01% 51
2020
Q2 		$1K Hold
20
– – ﹤0.01% 55
2020
Q1 		$1K Hold
20
– – ﹤0.01% 53
2019
Q4 		$2K Hold
20
– – ﹤0.01% 57
2019
Q3 		$1K Hold
20
– – ﹤0.01% 60
2019
Q2 		$1K Sell
20
-44,263
-100% -$2.96M ﹤0.01% 57
2019
Q1 		$2.75M Buy
44,283
+1,010
+2% +$62.7K 2.13% 33
2018
Q4 		$2.25M Sell
43,273
-510
-1% -$32.3K 1.91% 37
2018
Q3 		$3.14M Sell
43,783
-135
-0.3% -$9.54K 2.36% 17
2018
Q2 		$2.94M Buy
43,918
+395
+0.9% +$27.2K 2.31% 17
2018
Q1 		$2.94M Buy
43,523
+10
+0% +$752 2.38% 13
2017
Q4 		$3.24M Buy
43,513
+70
+0.2% +$5.18K 2.41% 8
2017
Q3 		$3.16M Sell
43,443
-825
-2% -$56.3K 2.6% 6
2017
Q2 		$2.96M Buy
44,268
+120
+0.3% +$7.36K 2.67% 3
2017
Q1 		$2.64M Buy
44,148
+255
+0.6% +$15.1K 2.6% 7
2016
Q4 		$2.61M Buy
+43,893
New +$2.37M 2.59% 6

Other funds holding C

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Benson Investment Management Company's C Position: Q4 2021 in Review

Benson Investment Management Company sold out of Citigroup (C) in Q4 2021, closing a stake of 66,045 shares — an estimated $4.63M sold.

Benson Investment Management Company first reported a position in C in Q4 2016 and held it in 20 quarters. The position peaked at $4.66M in Q2 2021. 1,839 funds tracked by Wall St. Rank hold C as of Q4 2021.

  • Benson Investment Management Company reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
  • Benson Investment Management Company sold 66,045 Citigroup shares in Q4 2021, an estimated $4.63M.
  • Benson Investment Management Company first reported a position in Citigroup in Q4 2016 and held it in 20 quarters.
  • Benson Investment Management Company's Citigroup position peaked at $4.66M in Q2 2021.
  • 1,839 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on Benson Investment Management Company's 13F filing for Q4 2021, filed 19 Jan 2022.