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Hudson Edge Investment Partners’s Citizens Financial Group CFG Stock Holding History

Hudson Edge Investment Partners’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-143,726
Closed -$6.29M – 119
2024
Q4 		$6.29M Buy
143,726
+2,609
+2% +$115K 1.16% 23
2024
Q3 		$5.8M Sell
141,117
-19,117
-12% -$773K 1.07% 37
2024
Q2 		$5.77M Sell
160,234
-19,343
-11% -$675K 1.12% 29
2024
Q1 		$6.52M Sell
179,577
-12,511
-7% -$410K 1.27% 18
2023
Q4 		$6.37M Buy
192,088
+5,000
+3% +$138K 1.48% 11
2023
Q3 		$5.01M Sell
187,088
-14,110
-7% -$403K 1.64% 35
2023
Q2 		$5.25M Buy
201,198
+35,795
+22% +$986K 1.67% 37
2023
Q1 		$5.02M Buy
165,403
+38,667
+31% +$1.51M 1.56% 43
2022
Q4 		$4.99M Buy
126,736
+515
+0.4% +$20.1K 1.7% 16
2022
Q3 		$4.34M Buy
126,221
+25,487
+25% +$943K 1.61% 24
2022
Q2 		$3.6M Sell
100,734
-1,185
-1% -$46.8K 1.31% 45
2022
Q1 		$4.62M Sell
101,919
-7,474
-7% -$384K 1.46% 38
2021
Q4 		$5.17M Buy
109,393
+197
+0.2% +$9.49K 1.6% 19
2021
Q3 		$5.13M Buy
109,196
+4,889
+5% +$215K 1.68% 11
2021
Q2 		$4.79M Buy
104,307
+2,576
+3% +$122K 1.52% 27
2021
Q1 		$4.49M Sell
101,731
-36,043
-26% -$1.5M 1.48% 35
2020
Q4 		$4.93M Buy
137,774
+9,292
+7% +$292K 1.76% 13
2020
Q3 		$3.25M Sell
128,482
-57,260
-31% -$1.45M 1.3% 42
2020
Q2 		$4.69M Buy
185,742
+10,115
+6% +$230K 1.51% 42
2020
Q1 		$3.3M Buy
175,627
+21,238
+14% +$693K 1.25% 45
2019
Q4 		$6.27M Sell
154,389
-9,481
-6% -$355K 1.65% 33
2019
Q3 		$5.8M Sell
163,870
-18,069
-10% -$631K 1.63% 33
2019
Q2 		$6.43M Sell
181,939
-1,642
-0.9% -$57.2K 1.87% 15
2019
Q1 		$5.97M Buy
+183,581
New +$6.36M 1.8% 33

Other funds holding CFG

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Hudson Edge Investment Partners's CFG Position: Q1 2025 in Review

Hudson Edge Investment Partners sold out of Citizens Financial Group (CFG) in Q1 2025, closing a stake of 143,726 shares — an estimated $6.29M sold.

Hudson Edge Investment Partners first reported a position in CFG in Q1 2019 and held it in 24 quarters. The position peaked at $6.52M in Q1 2024. 829 funds tracked by Wall St. Rank hold CFG as of Q1 2025.

  • Hudson Edge Investment Partners reported no remaining Citizens Financial Group position as of Q1 2025 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 143,726 Citizens Financial Group shares in Q1 2025, an estimated $6.29M.
  • Hudson Edge Investment Partners first reported a position in Citizens Financial Group in Q1 2019 and held it in 24 quarters.
  • Hudson Edge Investment Partners's Citizens Financial Group position peaked at $6.52M in Q1 2024.
  • 829 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2025.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2025, filed 28 Apr 2025.