CFO4Life’s Citigroup C Stock Holding History

CFO4Life’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
2022 Q4	$458K	Buy	+10,118	New	+$460K	0.1%	109
2015 Q1	–	Sell	-4,580	Closed	-$248K	–	86
2014 Q4	$248K	Buy	+4,580	New	+$243K	0.2%	65

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CFO4Life's C Position: Q4 2022 in Review

CFO4Life opened a new position in Citigroup (C) in Q4 2022: 10,118 shares worth $458K. The stake represents 0.1% of the portfolio and ranks #109 among its holdings. This is a return to the name: CFO4Life previously reported a position in C as recently as Q4 2014.

CFO4Life first reported a position in C in Q4 2014 and has held it in 2 quarters since. 1,606 funds tracked by Wall St. Rank hold C as of Q4 2022.

CFO4Life held 10,118 shares of Citigroup worth $458K as of Q4 2022.
Citigroup was a new CFO4Life position in Q4 2022.
Citigroup made up 0.1% of CFO4Life's portfolio in Q4 2022, its #109 holding.
CFO4Life first reported a position in Citigroup in Q4 2014 and has held it in 2 quarters since.
1,606 funds tracked by Wall St. Rank held Citigroup as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.