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Buckingham Capital Management (Ohio)’s Citigroup C Stock Holding History

Buckingham Capital Management (Ohio)’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
Q1 		– Sell
-31,213
Closed -$1.41M – 114
2022
Q4 		$1.41M Sell
31,213
-3,731
-11% -$169K 0.25% 61
2022
Q3 		$1.46M Buy
34,944
+6,581
+23% +$325K 0.28% 61
2022
Q2 		$1.3M Buy
28,363
+3,604
+15% +$180K 0.24% 67
2022
Q1 		$1.32M Sell
24,759
-553
-2% -$34.2K 0.22% 65
2021
Q4 		$1.53M Sell
25,312
-1,793
-7% -$119K 0.24% 64
2021
Q3 		$1.9M Sell
27,105
-1,146
-4% -$80.1K 0.31% 56
2021
Q2 		$2M Sell
28,251
-2,043
-7% -$151K 0.32% 53
2021
Q1 		$2.2M Sell
30,294
-2,491
-8% -$166K 0.37% 52
2020
Q4 		$2.02M Sell
32,785
-1,754
-5% -$89.2K 0.36% 54
2020
Q3 		$1.49M Buy
34,539
+10,617
+44% +$529K 0.3% 59
2020
Q2 		$1.22M Sell
23,922
-2,151
-8% -$102K 0.27% 63
2020
Q1 		$1.1M Buy
26,073
+548
+2% +$36.8K 0.28% 64
2019
Q4 		$2.04M Buy
25,525
+2,225
+10% +$164K 0.35% 60
2019
Q3 		$1.61M Buy
23,300
+980
+4% +$66.7K 0.3% 69
2019
Q2 		$1.56M Buy
22,320
+535
+2% +$35.8K 0.3% 73
2019
Q1 		$1.35M Sell
21,785
-417
-2% -$25.9K 0.27% 83
2018
Q4 		$1.16M Sell
22,202
-292
-1% -$18.5K 0.25% 80
2018
Q3 		$1.61M Buy
22,494
+238
+1% +$16.8K 0.32% 73
2018
Q2 		$1.49M Sell
22,256
-4,172
-16% -$287K 0.3% 77
2018
Q1 		$1.78M Buy
26,428
+1,316
+5% +$98.9K 0.37% 67
2017
Q4 		$1.87M Buy
25,112
+774
+3% +$57.2K 0.39% 73
2017
Q3 		$1.77M Buy
24,338
+6,587
+37% +$450K 0.39% 74
2017
Q2 		$1.19M Buy
17,751
+309
+2% +$19K 0.27% 91
2017
Q1 		$1.04M Buy
17,442
+798
+5% +$47.2K 0.24% 97
2016
Q4 		$989K Buy
16,644
+1,271
+8% +$68.6K 0.25% 101
2016
Q3 		$726K Buy
15,373
+1,276
+9% +$58K 0.19% 114
2016
Q2 		$598K Buy
14,097
+591
+4% +$26.1K 0.16% 124
2016
Q1 		$564K Buy
13,506
+5,543
+70% +$232K 0.15% 123
2015
Q4 		$412K Buy
7,963
+3,055
+62% +$162K 0.12% 142
2015
Q3 		$243K Buy
+4,908
New +$268K 0.07% 163

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s C Position: Q1 2023 in Review

Buckingham Capital Management (Ohio) sold out of Citigroup (C) in Q1 2023, closing a stake of 31,213 shares — an estimated $1.41M sold.

Buckingham Capital Management (Ohio) first reported a position in C in Q3 2015 and held it in 30 quarters. The position peaked at $2.2M in Q1 2021. 1,574 funds tracked by Wall St. Rank hold C as of Q1 2023.

  • Buckingham Capital Management (Ohio) reported no remaining Citigroup position as of Q1 2023 after selling out during the quarter.
  • Buckingham Capital Management (Ohio) sold 31,213 Citigroup shares in Q1 2023, an estimated $1.41M.
  • Buckingham Capital Management (Ohio) first reported a position in Citigroup in Q3 2015 and held it in 30 quarters.
  • Buckingham Capital Management (Ohio)'s Citigroup position peaked at $2.2M in Q1 2021.
  • 1,574 funds tracked by Wall St. Rank held Citigroup as of Q1 2023.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q1 2023, filed 11 Apr 2023.