KCPG
C icon

Kavar Capital Partners Group’s Citigroup C Stock Holding History

Kavar Capital Partners Group’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
2021
Q4 		– Sell
-2,880
Closed -$202K – 168
2021
Q3 		$202K Hold
2,880
– – 0.05% 167
2021
Q2 		$204K Hold
2,880
– – 0.05% 145
2021
Q1 		$210K Buy
+2,880
New +$192K 0.06% 135
2020
Q1 		– Sell
-3,180
Closed -$254K – 121
2019
Q4 		$254K Sell
3,180
-14,500
-82% -$1.07M 0.09% 114
2019
Q3 		$632K Buy
17,680
+14,500
+456% +$986K 0.25% 77
2019
Q2 		$223K Buy
+3,180
New +$213K 0.09% 117
2018
Q4 		– Sell
-3,460
Closed -$248K – 108
2018
Q3 		$248K Sell
3,460
-2,000
-37% -$141K 0.12% 94
2018
Q2 		$283K Hold
5,460
– – 0.14% 88
2018
Q1 		$285K Buy
5,460
+2,580
+90% +$194K 0.15% 90
2017
Q4 		$214K Sell
2,880
-2,030
-41% -$150K 0.11% 104
2017
Q3 		$357K Hold
4,910
– – 0.2% 87
2017
Q2 		$328K Sell
4,910
-50
-1% -$3.07K 0.18% 92
2017
Q1 		$297K Buy
+4,960
New +$293K 0.17% 95
2016
Q1 		– Sell
-2,879
Closed -$96K – 131
2015
Q4 		$96K Buy
2,879
+8
+0.3% +$424 0.06% 132
2015
Q3 		$92K Sell
2,871
-153
-5% -$8.36K 0.07% 133
2015
Q2 		$105K Buy
+3,024
New +$165K 0.07% 141
2014
Q2 		– Sell
-3,026
Closed -$90K – 165
2014
Q1 		$90K Sell
3,026
-283
-9% -$14.1K 0.07% 160
2013
Q4 		$110K Buy
+3,309
New +$167K 0.1% 146

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kavar Capital Partners Group's C Position: Q4 2021 in Review

Kavar Capital Partners Group sold out of Citigroup (C) in Q4 2021, closing a stake of 2,880 shares — an estimated $202K sold.

Kavar Capital Partners Group first reported a position in C in Q4 2013 and held it in 18 quarters. The position peaked at $632K in Q3 2019. 1,839 funds tracked by Wall St. Rank hold C as of Q4 2021.

  • Kavar Capital Partners Group reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
  • Kavar Capital Partners Group sold 2,880 Citigroup shares in Q4 2021, an estimated $202K.
  • Kavar Capital Partners Group first reported a position in Citigroup in Q4 2013 and held it in 18 quarters.
  • Kavar Capital Partners Group's Citigroup position peaked at $632K in Q3 2019.
  • 1,839 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on Kavar Capital Partners Group's 13F filing for Q4 2021, filed 27 Jan 2022.