Great Diamond Partners’s Citigroup C Stock Holding History

Great Diamond Partners’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
2020 Q1	–	Sell	-4,019	Closed	-$321K	–	190
2019 Q4	$321K	Buy	+4,019	New	+$297K	0.12%	111

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

Great Diamond Partners's C Position: Q1 2020 in Review

Great Diamond Partners sold out of Citigroup (C) in Q1 2020, closing a stake of 4,019 shares — an estimated $321K sold.

Great Diamond Partners first reported a position in C in Q4 2019 and held it in 1 quarter. The position peaked at $321K in Q4 2019. 1,506 funds tracked by Wall St. Rank hold C as of Q1 2020.

Great Diamond Partners reported no remaining Citigroup position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 4,019 Citigroup shares in Q1 2020, an estimated $321K.
Great Diamond Partners first reported a position in Citigroup in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Citigroup position peaked at $321K in Q4 2019.
1,506 funds tracked by Wall St. Rank held Citigroup as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.