Lebenthal Global Advisors’s Citigroup C Stock Holding History

Lebenthal Global 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
2021 Q1	–	Sell	-478	Closed	-$29K	–	190
2020 Q4	$29K	Buy	+478	New	+$24.3K	0.02%	334

Other funds holding C

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lebenthal Global Advisors's C Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Citigroup (C) in Q1 2021, closing a stake of 478 shares — an estimated $29K sold.

Lebenthal Global Advisors first reported a position in C in Q4 2020 and held it in 1 quarter. The position peaked at $29K in Q4 2020. 1,718 funds tracked by Wall St. Rank hold C as of Q1 2021.

Lebenthal Global Advisors reported no remaining Citigroup position as of Q1 2021 after selling out during the quarter.
Lebenthal Global Advisors sold 478 Citigroup shares in Q1 2021, an estimated $29K.
Lebenthal Global Advisors first reported a position in Citigroup in Q4 2020 and held it in 1 quarter.
Lebenthal Global Advisors's Citigroup position peaked at $29K in Q4 2020.
1,718 funds tracked by Wall St. Rank held Citigroup as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.