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GYL Financial Synergies’s Citigroup C Stock Holding History

GYL Financial Synergies’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
Q3 		$13.9M Sell
222,167
-1
-0% -$62 1.05% 21
2024
Q2 		$14.1M Buy
222,168
+12,986
+6% +$801K 1.09% 20
2024
Q1 		$13.2M Sell
209,182
-845
-0.4% -$47K 1.04% 20
2023
Q4 		$10.8M Sell
210,027
-10,278
-5% -$455K 0.89% 27
2023
Q3 		$9.06M Sell
220,305
-3,823
-2% -$168K 0.88% 26
2023
Q2 		$10.3M Buy
224,128
+106
+0% +$4.96K 0.94% 26
2023
Q1 		$10.5M Buy
224,022
+212,787
+1,894% +$10.4M 1.26% 23
2022
Q4 		$508K Sell
11,235
-119
-1% -$5.41K 0.11% 124
2022
Q3 		$473K Sell
11,354
-35
-0.3% -$1.73K 0.13% 106
2022
Q2 		$524K Buy
11,389
+20
+0.2% +$1K 0.14% 97
2022
Q1 		$607K Buy
+11,369
New +$702K 0.15% 91

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GYL Financial Synergies's C Position: Q3 2024 in Review

GYL Financial Synergies reduced its Citigroup (C) stake by 0% in Q3 2024, selling an estimated $62 and leaving 222,167 shares worth $13.9M. The position accounts for 1.05% of the portfolio, ranked #21.

GYL Financial Synergies first reported a position in C in Q1 2022 and has held it in 11 quarters since. The position peaked at $14.1M in Q2 2024. 1,792 funds tracked by Wall St. Rank hold C as of Q3 2024.

  • GYL Financial Synergies held 222,167 shares of Citigroup worth $13.9M as of Q3 2024.
  • GYL Financial Synergies sold 1 Citigroup share in Q3 2024, an estimated $62.
  • Citigroup made up 1.05% of GYL Financial Synergies's portfolio in Q3 2024, its #21 holding.
  • GYL Financial Synergies first reported a position in Citigroup in Q1 2022 and has held it in 11 quarters since.
  • GYL Financial Synergies's Citigroup position peaked at $14.1M in Q2 2024.
  • 1,792 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.