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Brave Warrior Advisors’s Citigroup C Stock Holding History

Brave Warrior Advisors’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
2019
Q4 		– Sell
-1,372,732
Closed -$94.8M – 20
2019
Q3 		$94.8M Sell
1,372,732
-15,586
-1% -$1.06M 5.06% 9
2019
Q2 		$97.2M Sell
1,388,318
-28,435
-2% -$1.9M 5.17% 9
2019
Q1 		$88.2M Buy
1,416,753
+225,467
+19% +$14M 4.43% 11
2018
Q4 		$62M Sell
1,191,286
-196,397
-14% -$12.4M 3.15% 11
2018
Q3 		$99.6M Buy
+1,387,683
New +$98.1M 4.24% 10

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brave Warrior Advisors's C Position: Q4 2019 in Review

Brave Warrior Advisors sold out of Citigroup (C) in Q4 2019, closing a stake of 1,372,732 shares — an estimated $94.8M sold.

Brave Warrior Advisors first reported a position in C in Q3 2018 and held it in 5 quarters. The position peaked at $99.6M in Q3 2018. 1,749 funds tracked by Wall St. Rank hold C as of Q4 2019.

  • Brave Warrior Advisors reported no remaining Citigroup position as of Q4 2019 after selling out during the quarter.
  • Brave Warrior Advisors sold 1,372,732 Citigroup shares in Q4 2019, an estimated $94.8M.
  • Brave Warrior Advisors first reported a position in Citigroup in Q3 2018 and held it in 5 quarters.
  • Brave Warrior Advisors's Citigroup position peaked at $99.6M in Q3 2018.
  • 1,749 funds tracked by Wall St. Rank held Citigroup as of Q4 2019.

Based on Brave Warrior Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.