Horan Capital Advisors’s Citigroup C Stock Holding History

Horan Capital Advisors’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 Q4	–	Sell	-154	Closed	-$7K	–	114
2020 Q3	$7K	Buy	+154	New	+$7.67K	﹤0.01%	260
2020 Q1	–	Sell	-724	Closed	-$58K	–	102
2019 Q4	$58K	Sell	724 -70	-9%	-$5.17K	0.03%	141
2019 Q3	$55K	Buy	+794	New	+$54K	0.03%	139
2019 Q2	–	Sell	-654	Closed	-$41K	–	97
2019 Q1	$41K	Buy	+654	New	+$40.6K	0.03%	147
2017 Q4	–	Sell	-1,004	Closed	-$73K	–	99
2017 Q3	$73K	Buy	+1,004	New	+$68.5K	0.04%	123

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Horan Capital Advisors's C Position: Q4 2020 in Review

Horan Capital Advisors sold out of Citigroup (C) in Q4 2020, closing a stake of 154 shares — an estimated $7K sold.

Horan Capital Advisors first reported a position in C in Q3 2017 and held it in 5 quarters. The position peaked at $73K in Q3 2017. 1,635 funds tracked by Wall St. Rank hold C as of Q4 2020.

Horan Capital Advisors reported no remaining Citigroup position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 154 Citigroup shares in Q4 2020, an estimated $7K.
Horan Capital Advisors first reported a position in Citigroup in Q3 2017 and held it in 5 quarters.
Horan Capital Advisors's Citigroup position peaked at $73K in Q3 2017.
1,635 funds tracked by Wall St. Rank held Citigroup as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.