Horizon Investment Services’s Citigroup C Stock Holding History

Horizon Investment Services’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 Q2	–	Sell	-10,032	Closed	-$423K	–	101
2020 Q1	$423K	Buy	+10,032	New	+$673K	0.38%	61

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Horizon Investment Services's C Position: Q2 2020 in Review

Horizon Investment Services sold out of Citigroup (C) in Q2 2020, closing a stake of 10,032 shares — an estimated $423K sold.

Horizon Investment Services first reported a position in C in Q1 2020 and held it in 1 quarter. The position peaked at $423K in Q1 2020. 1,574 funds tracked by Wall St. Rank hold C as of Q2 2020.

Horizon Investment Services reported no remaining Citigroup position as of Q2 2020 after selling out during the quarter.
Horizon Investment Services sold 10,032 Citigroup shares in Q2 2020, an estimated $423K.
Horizon Investment Services first reported a position in Citigroup in Q1 2020 and held it in 1 quarter.
Horizon Investment Services's Citigroup position peaked at $423K in Q1 2020.
1,574 funds tracked by Wall St. Rank held Citigroup as of Q2 2020.

Based on Horizon Investment Services's 13F filing for Q2 2020, filed 12 Aug 2020.