JMH
C icon

J.M. Hartwell’s Citigroup C Stock Holding History

J.M. Hartwell’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
2019
Q3 		– Sell
-4,863
Closed -$341K – 89
2019
Q2 		$341K Buy
+4,863
New +$325K 0.06% 70
2018
Q2 		– Sell
-3,537
Closed -$239K – 84
2018
Q1 		$239K Sell
3,537
-9,740
-73% -$732K 0.04% 80
2017
Q4 		$988K Buy
13,277
+8,277
+166% +$612K 0.19% 36
2017
Q3 		$364K Buy
+5,000
New +$341K 0.07% 71

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

J.M. Hartwell's C Position: Q3 2019 in Review

J.M. Hartwell sold out of Citigroup (C) in Q3 2019, closing a stake of 4,863 shares — an estimated $341K sold.

J.M. Hartwell first reported a position in C in Q3 2017 and held it in 4 quarters. The position peaked at $988K in Q4 2017. 1,600 funds tracked by Wall St. Rank hold C as of Q3 2019.

  • J.M. Hartwell reported no remaining Citigroup position as of Q3 2019 after selling out during the quarter.
  • J.M. Hartwell sold 4,863 Citigroup shares in Q3 2019, an estimated $341K.
  • J.M. Hartwell first reported a position in Citigroup in Q3 2017 and held it in 4 quarters.
  • J.M. Hartwell's Citigroup position peaked at $988K in Q4 2017.
  • 1,600 funds tracked by Wall St. Rank held Citigroup as of Q3 2019.

Based on J.M. Hartwell's 13F filing for Q3 2019, filed 7 Oct 2019.