HIM
C icon

Hotaling Investment Management’s Citigroup C Stock Holding History

Hotaling Investment Management’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
2021
Q4 		– Sell
-47,311
Closed -$3.32M – 133
2021
Q3 		$3.32M Buy
47,311
+774
+2% +$54.1K 1.38% 20
2021
Q2 		$3.29M Buy
46,537
+20,705
+80% +$1.53M 1.34% 21
2021
Q1 		$1.88M Buy
25,832
+8,866
+52% +$592K 0.84% 41
2020
Q4 		$1.05M Buy
+16,966
New +$862K 0.49% 61

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hotaling Investment Management's C Position: Q4 2021 in Review

Hotaling Investment Management sold out of Citigroup (C) in Q4 2021, closing a stake of 47,311 shares — an estimated $3.32M sold.

Hotaling Investment Management first reported a position in C in Q4 2020 and held it in 4 quarters. The position peaked at $3.32M in Q3 2021. 1,838 funds tracked by Wall St. Rank hold C as of Q4 2021.

  • Hotaling Investment Management reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
  • Hotaling Investment Management sold 47,311 Citigroup shares in Q4 2021, an estimated $3.32M.
  • Hotaling Investment Management first reported a position in Citigroup in Q4 2020 and held it in 4 quarters.
  • Hotaling Investment Management's Citigroup position peaked at $3.32M in Q3 2021.
  • 1,838 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on Hotaling Investment Management's 13F filing for Q4 2021, filed 24 Jan 2022.