Independent Investors Inc’s Citigroup C Stock Holding History

Independent Investors Inc’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
2022 Q3	–	Sell	-12,775	Closed	-$588K	–	66
2022 Q2	$588K	Hold	12,775	–	–	0.16%	53
2022 Q1	$682K	Hold	12,775	–	–	0.15%	54
2021 Q4	$771K	Hold	12,775	–	–	0.16%	53
2021 Q3	$897K	Hold	12,775	–	–	0.22%	49
2021 Q2	$904K	Hold	12,775	–	–	0.22%	50
2021 Q1	$929K	Hold	12,775	–	–	0.25%	51
2020 Q4	$788K	Hold	12,775	–	–	0.21%	50
2020 Q3	$551K	Hold	12,775	–	–	0.16%	55
2020 Q2	$652K	Hold	12,775	–	–	0.22%	52
2020 Q1	$538K	Hold	12,775	–	–	0.22%	56
2019 Q4	$1.02M	Hold	12,775	–	–	0.34%	50
2019 Q3	$882K	Hold	12,775	–	–	0.33%	51
2019 Q2	$894K	Sell	12,775 -1,500	-11%	-$100K	0.34%	53
2019 Q1	$888K	Hold	14,275	–	–	0.35%	52
2018 Q4	$743K	Hold	14,275	–	–	0.32%	54
2018 Q3	$1.02M	Hold	14,275	–	–	0.36%	51
2018 Q2	$955K	Hold	14,275	–	–	0.37%	50
2018 Q1	$963K	Buy	14,275 +1,276	+10%	+$95.9K	0.38%	53
2017 Q4	$967K	Buy	12,999 +24	+0.2%	+$1.77K	0.38%	53
2017 Q3	$943K	Hold	12,975	–	–	0.39%	53
2017 Q2	$867K	Buy	12,975 +25	+0.2%	+$1.53K	0.37%	55
2017 Q1	$774K	Hold	12,950	–	–	0.33%	57
2016 Q4	$769K	Hold	12,950	–	–	0.36%	55
2016 Q3	$611K	Hold	12,950	–	–	0.28%	62
2016 Q2	$548K	Hold	12,950	–	–	0.27%	63
2016 Q1	$540K	Hold	12,950	–	–	0.26%	64
2015 Q4	$670K	Buy	+12,950	New	+$687K	0.32%	61

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Independent Investors Inc's C Position: Q3 2022 in Review

Independent Investors Inc sold out of Citigroup (C) in Q3 2022, closing a stake of 12,775 shares — an estimated $588K sold.

Independent Investors Inc first reported a position in C in Q4 2015 and held it in 27 quarters. The position peaked at $1.02M in Q3 2018. 1,607 funds tracked by Wall St. Rank hold C as of Q3 2022.

Independent Investors Inc reported no remaining Citigroup position as of Q3 2022 after selling out during the quarter.
Independent Investors Inc sold 12,775 Citigroup shares in Q3 2022, an estimated $588K.
Independent Investors Inc first reported a position in Citigroup in Q4 2015 and held it in 27 quarters.
Independent Investors Inc's Citigroup position peaked at $1.02M in Q3 2018.
1,607 funds tracked by Wall St. Rank held Citigroup as of Q3 2022.

Based on Independent Investors Inc's 13F filing for Q3 2022, filed 24 Oct 2022.