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Edge Capital Group’s Citigroup C Stock Holding History

Edge Capital 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
2024
Q4 		$254K Hold
3,615
– – 0.01% 284
2024
Q3 		$226K Sell
3,615
-453
-11% -$28K 0.01% 294
2024
Q2 		$258K Buy
4,068
+34
+0.8% +$2.1K 0.01% 281
2024
Q1 		$255K Buy
+4,034
New +$224K 0.01% 280
2023
Q4 		– Sell
-5,202
Closed -$214K – 305
2023
Q3 		$214K Sell
5,202
-416
-7% -$18.3K 0.01% 270
2023
Q2 		$259K Buy
5,618
+3,676
+189% +$172K 0.01% 275
2023
Q1 		$91.1K Sell
1,942
-495
-20% -$24.3K 0.01% 343
2022
Q4 		$110K Sell
2,437
-24,908
-91% -$1.13M 0.01% 322
2022
Q3 		$1.14M Sell
27,345
-13
-0% -$642 0.09% 123
2022
Q2 		$1.26M Buy
+27,358
New +$1.37M 0.11% 125
2021
Q4 		– Sell
-3,044
Closed -$214K – 285
2021
Q3 		$214K Buy
+3,044
New +$213K 0.02% 258
2021
Q2 		– Sell
-3,190
Closed -$232K – 277
2021
Q1 		$232K Buy
+3,190
New +$213K 0.02% 254
2020
Q4 		– Sell
-4,796
Closed -$207K – 272
2020
Q3 		$207K Sell
4,796
-302
-6% -$15K 0.02% 231
2020
Q2 		$260K Sell
5,098
-111,605
-96% -$5.3M 0.03% 189
2020
Q1 		$4.92M Buy
116,703
+16,421
+16% +$1.1M 0.59% 46
2019
Q4 		$8.01M Buy
100,282
+5,986
+6% +$442K 0.78% 34
2019
Q3 		$6.51M Buy
94,296
+22,984
+32% +$1.56M 0.66% 40
2019
Q2 		$4.99M Buy
71,312
+24,751
+53% +$1.66M 0.48% 53
2019
Q1 		$2.9M Buy
+46,561
New +$2.89M 0.29% 73

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

Edge Capital Group's C Position: Q4 2024 in Review

Edge Capital Group held its Citigroup (C) position steady in Q4 2024 at 3,615 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #284.

Edge Capital Group first reported a position in C in Q1 2019 and has held it in 19 quarters since. The position peaked at $8.01M in Q4 2019. 1,992 funds tracked by Wall St. Rank hold C as of Q4 2024.

  • Edge Capital Group held 3,615 shares of Citigroup worth $254K as of Q4 2024.
  • Edge Capital Group left its Citigroup share count unchanged in Q4 2024.
  • Citigroup made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #284 holding.
  • Edge Capital Group first reported a position in Citigroup in Q1 2019 and has held it in 19 quarters since.
  • Edge Capital Group's Citigroup position peaked at $8.01M in Q4 2019.
  • 1,992 funds tracked by Wall St. Rank held Citigroup as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.