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Enlightenment Research’s Citigroup C Stock Holding History

Enlightenment Research’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 		– Sell
-22,098
Closed -$921K – 10
2022
Q3 		$921K Buy
22,098
+12,499
+130% +$618K 2.04% 8
2022
Q2 		$441K Buy
+9,599
New +$480K 0.95% 33
2022
Q1 		– Sell
-23,089
Closed -$1.39M – 147
2021
Q4 		$1.39M Buy
23,089
+3,591
+18% +$239K 1.98% 11
2021
Q3 		$1.37M Buy
19,498
+5,198
+36% +$363K 1.67% 14
2021
Q2 		$1.01M Buy
+14,300
New +$1.06M 1.29% 20

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Enlightenment Research's C Position: Q4 2022 in Review

Enlightenment Research sold out of Citigroup (C) in Q4 2022, closing a stake of 22,098 shares — an estimated $921K sold.

Enlightenment Research first reported a position in C in Q2 2021 and held it in 5 quarters. The position peaked at $1.39M in Q4 2021. 1,606 funds tracked by Wall St. Rank hold C as of Q4 2022.

  • Enlightenment Research reported no remaining Citigroup position as of Q4 2022 after selling out during the quarter.
  • Enlightenment Research sold 22,098 Citigroup shares in Q4 2022, an estimated $921K.
  • Enlightenment Research first reported a position in Citigroup in Q2 2021 and held it in 5 quarters.
  • Enlightenment Research's Citigroup position peaked at $1.39M in Q4 2021.
  • 1,606 funds tracked by Wall St. Rank held Citigroup as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.