EIP
CTXS

Epoch Investment Partners’s Citrix Systems Inc CTXS Stock Holding History

Epoch Investment Partners’s Portfolio CTXS Stock Details CTXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,051
Closed -$317K – 447
2022
Q3 		$317K Sell
3,051
-33
-1% -$3.38K ﹤0.01% 411
2022
Q2 		$300K Sell
3,084
-804
-21% -$80K ﹤0.01% 419
2022
Q1 		$392K Sell
3,888
-543,762
-99% -$54.9M ﹤0.01% 418
2021
Q4 		$51.8M Buy
547,650
+202,602
+59% +$18.5M 0.26% 136
2021
Q3 		$37M Buy
345,048
+17,482
+5% +$1.89M 0.21% 146
2021
Q2 		$38.4M Sell
327,566
-159,840
-33% -$19.9M 0.21% 145
2021
Q1 		$68.4M Buy
+487,406
New +$65.3M 0.32% 112
2015
Q4 		– Sell
-1,388,660
Closed -$76.6M – 311
2015
Q3 		$76.6M Sell
1,388,660
-4,139,532
-75% -$236M 0.3% 94
2015
Q2 		$309M Sell
5,528,192
-2,007,979
-27% -$107M 1.14% 25
2015
Q1 		$383M Sell
7,536,171
-245,576
-3% -$12.1M 1.44% 17
2014
Q4 		$395M Buy
7,781,747
+85,032
+1% +$4.4M 1.43% 16
2014
Q3 		$437M Buy
7,696,715
+204,326
+3% +$11.1M 1.7% 10
2014
Q2 		$373M Buy
7,492,389
+2,538,564
+51% +$122M 1.45% 15
2014
Q1 		$227M Buy
+4,953,825
New +$234M 0.91% 35

Other funds holding CTXS

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Epoch Investment Partners's CTXS Position: Q4 2022 in Review

Epoch Investment Partners sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 3,051 shares — an estimated $317K sold.

Epoch Investment Partners first reported a position in CTXS in Q1 2014 and held it in 14 quarters. The position peaked at $437M in Q3 2014. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • Epoch Investment Partners reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • Epoch Investment Partners sold 3,051 Citrix Systems Inc shares in Q4 2022, an estimated $317K.
  • Epoch Investment Partners first reported a position in Citrix Systems Inc in Q1 2014 and held it in 14 quarters.
  • Epoch Investment Partners's Citrix Systems Inc position peaked at $437M in Q3 2014.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on Epoch Investment Partners's 13F filing for Q4 2022, filed 13 Feb 2023.