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Intact Investment Management’s Citizens Financial Group CFG Stock Holding History

Intact Investment Management’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
2024
Q4 		– Sell
-1,700
Closed -$69.8K – 318
2024
Q3 		$69.8K Buy
+1,700
New +$68.7K ﹤0.01% 299
2023
Q1 		– Sell
-81,400
Closed -$3.19M – 260
2022
Q4 		$3.2M Sell
81,400
-17,100
-17% -$668K 0.14% 129
2022
Q3 		$3.38M Hold
98,500
– – 0.11% 141
2022
Q2 		$3.52M Hold
98,500
– – 0.11% 140
2022
Q1 		$4.46M Buy
98,500
+24,100
+32% +$1.24M 0.11% 137
2021
Q4 		$3.52M Buy
74,400
+800
+1% +$38.5K 0.09% 157
2021
Q3 		$3.46M Buy
73,600
+4,300
+6% +$189K 0.1% 148
2021
Q2 		$3.18M Buy
+69,300
New +$3.27M 0.09% 149
2020
Q4 		– Sell
-128,000
Closed -$3.23M – 244
2020
Q3 		$3.23M Buy
128,000
+2,100
+2% +$53.3K 0.11% 138
2020
Q2 		$3.18M Buy
125,900
+600
+0.5% +$13.6K 0.12% 131
2020
Q1 		$2.36M Hold
125,300
– – 0.1% 135
2019
Q4 		$5.09M Buy
125,300
+7,800
+7% +$292K 0.17% 103
2019
Q3 		$4.16M Hold
117,500
– – 0.15% 115
2019
Q2 		$4.16M Hold
117,500
– – 0.15% 112
2019
Q1 		$3.82M Buy
117,500
+45,800
+64% +$1.59M 0.14% 119
2018
Q4 		$2.13M Buy
71,700
+5,100
+8% +$179K 0.09% 140
2018
Q3 		$2.57M Buy
+66,600
New +$2.69M 0.09% 142

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
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Intact Investment Management's CFG Position: Q4 2024 in Review

Intact Investment Management sold out of Citizens Financial Group (CFG) in Q4 2024, closing a stake of 1,700 shares — an estimated $69.8K sold.

Intact Investment Management first reported a position in CFG in Q3 2018 and held it in 17 quarters. The position peaked at $5.09M in Q4 2019. 818 funds tracked by Wall St. Rank hold CFG as of Q4 2024.

  • Intact Investment Management reported no remaining Citizens Financial Group position as of Q4 2024 after selling out during the quarter.
  • Intact Investment Management sold 1,700 Citizens Financial Group shares in Q4 2024, an estimated $69.8K.
  • Intact Investment Management first reported a position in Citizens Financial Group in Q3 2018 and held it in 17 quarters.
  • Intact Investment Management's Citizens Financial Group position peaked at $5.09M in Q4 2019.
  • 818 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2024.

Based on Intact Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.