Houlihan Financial Resource Group’s Citigroup C Stock Holding History

Houlihan Financial Resource Group’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 Q3	$50K	Buy	+1,032	New	+$51.4K	0.03%	168

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

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

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

Norges Bank Oslo, Norway $935B AUM

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Houlihan Financial Resource Group's C Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Citigroup (C) in Q3 2020: 1,032 shares worth $50K. The stake represents 0.03% of the portfolio and ranks #168 among its holdings.

1,474 funds tracked by Wall St. Rank hold C as of Q3 2020.

Houlihan Financial Resource Group held 1,032 shares of Citigroup worth $50K as of Q3 2020.
Citigroup was a new Houlihan Financial Resource Group position in Q3 2020.
Citigroup made up 0.03% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #168 holding.
1,474 funds tracked by Wall St. Rank held Citigroup as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.