Clean Yield Group’s Citigroup C Stock Holding History

Clean Yield Group’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	-383	Closed	-$27K	–	449
2021 Q3	$27K	Buy	383 +183	+92%	+$12.8K	0.01%	308
2021 Q2	$14K	Buy	+200	New	+$14.8K	﹤0.01%	341
2021 Q1	–	Sell	-125	Closed	-$8K	–	187
2020 Q4	$8K	Buy	+125	New	+$6.35K	﹤0.01%	359
2020 Q1	–	Sell	-983	Closed	-$79K	–	381
2019 Q4	$79K	Hold	983	–	–	0.02%	191
2019 Q3	$68K	Hold	983	–	–	0.02%	191
2019 Q2	$69K	Buy	+983	New	+$65.8K	0.02%	190

Other funds holding C

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Clean Yield Group's C Position: Q4 2021 in Review

Clean Yield Group sold out of Citigroup (C) in Q4 2021, closing a stake of 383 shares — an estimated $27K sold.

Clean Yield Group first reported a position in C in Q2 2019 and held it in 6 quarters. The position peaked at $79K in Q4 2019. 1,838 funds tracked by Wall St. Rank hold C as of Q4 2021.

Clean Yield Group reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
Clean Yield Group sold 383 Citigroup shares in Q4 2021, an estimated $27K.
Clean Yield Group first reported a position in Citigroup in Q2 2019 and held it in 6 quarters.
Clean Yield Group's Citigroup position peaked at $79K in Q4 2019.
1,838 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on Clean Yield Group's 13F filing for Q4 2021, filed 24 Jan 2022.