Citigroup
SAR icon

Citigroup’s Saratoga Investment SAR Stock Holding History

Citigroup’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8
Closed -$216 – 5791
2023
Q2 		$216 Buy
+8
New +$205 ﹤0.01% 5425
2016
Q2 		– Sell
-25
Closed – – 7381
2016
Q1 		$0 Sell
25
-3,537
-99% -$51.1K ﹤0.01% 7724
2015
Q4 		$55K Buy
3,562
+24
+0.7% +$376 ﹤0.01% 5867
2015
Q3 		$57K Buy
3,538
+1,790
+102% +$29.8K ﹤0.01% 5351
2015
Q2 		$30K Buy
1,748
+310
+22% +$5.24K ﹤0.01% 5866
2015
Q1 		$23K Buy
1,438
+20
+1% +$310 ﹤0.01% 6031
2014
Q4 		$21K Buy
+1,418
New +$21.5K ﹤0.01% 6194
2014
Q1 		– Sell
-17
Closed – – 7177
2013
Q4 		$0 Sell
17
-83
-83% -$1.43K ﹤0.01% 7129
2013
Q3 		$2K Buy
+100
New +$1.83K ﹤0.01% 6597

Other funds holding SAR

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup's SAR Position: Q3 2023 in Review

Citigroup sold out of Saratoga Investment (SAR) in Q3 2023, closing a stake of 8 shares — an estimated $216 sold.

Citigroup first reported a position in SAR in Q3 2013 and held it in 9 quarters. The position peaked at $57K in Q3 2015. 64 funds tracked by Wall St. Rank hold SAR as of Q3 2023.

  • Citigroup reported no remaining Saratoga Investment position as of Q3 2023 after selling out during the quarter.
  • Citigroup sold 8 Saratoga Investment shares in Q3 2023, an estimated $216.
  • Citigroup first reported a position in Saratoga Investment in Q3 2013 and held it in 9 quarters.
  • Citigroup's Saratoga Investment position peaked at $57K in Q3 2015.
  • 64 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2023.

Based on Citigroup's 13F filing for Q3 2023, filed 9 Nov 2023.