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Gries Financial’s Citigroup C Stock Holding History

Gries Financial’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
2025
Q3 		$634K Buy
6,243
+91
+1% +$8.63K 0.1% 163
2025
Q2 		$524K Sell
6,152
-61
-1% -$4.41K 0.1% 165
2025
Q1 		$441K Buy
6,213
+228
+4% +$17.4K 0.09% 176
2024
Q4 		$421K Buy
5,985
+336
+6% +$22.6K 0.07% 177
2024
Q3 		$354K Sell
5,649
-351
-6% -$21.7K 0.07% 186
2024
Q2 		$381K Buy
6,000
+176
+3% +$10.9K 0.08% 166
2024
Q1 		$368K Buy
5,824
+700
+14% +$39K 0.06% 201
2023
Q4 		$264K Buy
+5,124
New +$227K 0.06% 176
2021
Q3 		– Sell
-7,877
Closed -$540K – 163
2021
Q2 		$540K Sell
7,877
-16
-0.2% -$1.18K 0.17% 102
2021
Q1 		$594K Buy
+7,893
New +$527K 0.19% 104

Other funds holding C

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return