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Court Place Advisors’s Citigroup C Stock Holding History

Court Place 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
2024
Q4 		– Sell
-4,988
Closed -$312K – 154
2024
Q3 		$312K Buy
4,988
+45
+0.9% +$2.78K 0.09% 132
2024
Q2 		$314K Buy
+4,943
New +$305K 0.1% 127
2024
Q1 		– Sell
-5,003
Closed -$257K – 157
2023
Q4 		$257K Buy
+5,003
New +$221K 0.08% 142
2022
Q4 		– Sell
-8,053
Closed -$336K – 165
2022
Q3 		$336K Sell
8,053
-338
-4% -$16.7K 0.14% 118
2022
Q2 		$386K Sell
8,391
-294
-3% -$14.7K 0.15% 113
2022
Q1 		$464K Hold
8,685
– – 0.15% 111
2021
Q4 		$524K Buy
8,685
+805
+10% +$53.5K 0.14% 112
2021
Q3 		$553K Buy
7,880
+1,893
+32% +$132K 0.16% 106
2021
Q2 		$424K Hold
5,987
– – 0.12% 126
2021
Q1 		$436K Hold
5,987
– – 0.14% 121
2020
Q4 		$369K Buy
+5,987
New +$304K 0.12% 124
2020
Q1 		– Sell
-3,862
Closed -$309K – 159
2019
Q4 		$309K Hold
3,862
– – 0.11% 142
2019
Q3 		$267K Sell
3,862
-200
-5% -$13.6K 0.1% 147
2019
Q2 		$284K Hold
4,062
– – 0.11% 146
2019
Q1 		$253K Hold
4,062
– – 0.1% 150
2018
Q4 		$211K Buy
4,062
+30
+0.7% +$1.9K 0.1% 154
2018
Q3 		$289K Buy
4,032
+14
+0.3% +$990 0.11% 140
2018
Q2 		$269K Buy
+4,018
New +$277K 0.11% 140

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Court Place Advisors's C Position: Q4 2024 in Review

Court Place Advisors sold out of Citigroup (C) in Q4 2024, closing a stake of 4,988 shares — an estimated $312K sold.

Court Place Advisors first reported a position in C in Q2 2018 and held it in 18 quarters. The position peaked at $553K in Q3 2021. 1,993 funds tracked by Wall St. Rank hold C as of Q4 2024.

  • Court Place Advisors reported no remaining Citigroup position as of Q4 2024 after selling out during the quarter.
  • Court Place Advisors sold 4,988 Citigroup shares in Q4 2024, an estimated $312K.
  • Court Place Advisors first reported a position in Citigroup in Q2 2018 and held it in 18 quarters.
  • Court Place Advisors's Citigroup position peaked at $553K in Q3 2021.
  • 1,993 funds tracked by Wall St. Rank held Citigroup as of Q4 2024.

Based on Court Place Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.