Legacy Capital Partners’s Citigroup C Stock Holding History

Legacy Capital Partners’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
2022 Q1	$598K	Buy	11,200 +6,150	+122%	+$380K	0.2%	97
2021 Q4	$305K	Buy	+5,050	New	+$336K	0.1%	122

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Legacy Capital Partners's C Position: Q1 2022 in Review

Legacy Capital Partners increased its Citigroup (C) stake by 122% in Q1 2022, buying an estimated $380K and bringing the position to 11,200 shares worth $598K. The position accounts for 0.2% of the portfolio, ranked #97.

Legacy Capital Partners first reported a position in C in Q4 2021 and has held it in 2 quarters since. 1,761 funds tracked by Wall St. Rank hold C as of Q1 2022.

Legacy Capital Partners held 11,200 shares of Citigroup worth $598K as of Q1 2022.
Legacy Capital Partners bought 6,150 Citigroup shares in Q1 2022, an estimated $380K.
Citigroup made up 0.2% of Legacy Capital Partners's portfolio in Q1 2022, its #97 holding.
Legacy Capital Partners first reported a position in Citigroup in Q4 2021 and has held it in 2 quarters since.
1,761 funds tracked by Wall St. Rank held Citigroup as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.