JCIA
C icon

Jackson Creek Investment Advisors’s Citigroup C Stock Holding History

Jackson Creek Investment Advisors’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
2023
Q3 		– Sell
-8,718
Closed -$401K – 308
2023
Q2 		$401K Buy
+8,718
New +$408K 0.16% 261

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jackson Creek Investment Advisors's C Position: Q3 2023 in Review

Jackson Creek Investment Advisors sold out of Citigroup (C) in Q3 2023, closing a stake of 8,718 shares — an estimated $401K sold.

Jackson Creek Investment Advisors first reported a position in C in Q2 2023 and held it in 1 quarter. The position peaked at $401K in Q2 2023. 1,520 funds tracked by Wall St. Rank hold C as of Q3 2023.

  • Jackson Creek Investment Advisors reported no remaining Citigroup position as of Q3 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 8,718 Citigroup shares in Q3 2023, an estimated $401K.
  • Jackson Creek Investment Advisors first reported a position in Citigroup in Q2 2023 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's Citigroup position peaked at $401K in Q2 2023.
  • 1,520 funds tracked by Wall St. Rank held Citigroup as of Q3 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.