Lion Street Advisors’s Citigroup C Stock Holding History

Lion Street 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
2020 Q2	–	Sell	-341	Closed	-$14K	–	84
2020 Q1	$14K	Buy	+341	New	+$22.9K	0.08%	127

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 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

Lion Street Advisors's C Position: Q2 2020 in Review

Lion Street Advisors sold out of Citigroup (C) in Q2 2020, closing a stake of 341 shares — an estimated $14K sold.

Lion Street Advisors first reported a position in C in Q1 2020 and held it in 1 quarter. The position peaked at $14K in Q1 2020. 1,574 funds tracked by Wall St. Rank hold C as of Q2 2020.

Lion Street Advisors reported no remaining Citigroup position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 341 Citigroup shares in Q2 2020, an estimated $14K.
Lion Street Advisors first reported a position in Citigroup in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's Citigroup position peaked at $14K in Q1 2020.
1,574 funds tracked by Wall St. Rank held Citigroup as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.