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LMR Partners’s Citizens Financial Group CFG Stock Holding History

LMR Partners’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,605
Closed -$271K – 1259
2024
Q3 		$271K Buy
+6,605
New +$267K ﹤0.01% 932
2021
Q3 		– Sell
-8,127
Closed -$373K – 1016
2021
Q2 		$373K Sell
8,127
-2,807
-26% -$132K 0.01% 723
2021
Q1 		$483K Sell
10,934
-34,703
-76% -$1.44M 0.01% 649
2020
Q4 		$1.63M Buy
45,637
+1,470
+3% +$46.1K 0.03% 233
2020
Q3 		$1.12M Sell
44,167
-150,528
-77% -$3.82M 0.02% 199
2020
Q2 		$4.91M Buy
+194,695
New +$4.42M 0.12% 111
2020
Q1 		– Sell
-9,181
Closed -$373K – 278
2019
Q4 		$373K Buy
+9,181
New +$344K ﹤0.01% 330
2019
Q3 		– Sell
-17,903
Closed -$633K – 434
2019
Q2 		$633K Buy
17,903
+4,203
+31% +$146K 0.02% 288
2019
Q1 		$445K Buy
+13,700
New +$475K 0.02% 266
2018
Q3 		– Sell
-14,640
Closed -$569K – 379
2018
Q2 		$569K Buy
14,640
+3,968
+37% +$165K 0.03% 237
2018
Q1 		$448K Hold
10,672
– – 0.05% 258
2017
Q4 		$448K Buy
+10,672
New +$417K 0.05% 258
2017
Q3 		– Sell
-86,384
Closed -$3.08M – 348
2017
Q2 		$3.08M Buy
+86,384
New +$3.06M 0.19% 103
2017
Q1 		– Sell
-40,245
Closed -$1.43M – 368
2016
Q4 		$1.43M Buy
+40,245
New +$1.22M 0.22% 99
2016
Q1 		– Sell
-1,102,999
Closed -$28.9M – 381
2015
Q4 		$28.9M Buy
1,102,999
+639,577
+138% +$16.1M 9.4% 1
2015
Q3 		$11.1M Buy
+463,422
New +$11.8M 1.21% 17
2015
Q2 		– Sell
-116,677
Closed -$2.81M – 533
2015
Q1 		$2.81M Buy
+116,677
New +$2.86M 0.39% 80

Other funds holding CFG

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LMR Partners's CFG Position: Q4 2024 in Review

LMR Partners sold out of Citizens Financial Group (CFG) in Q4 2024, closing a stake of 6,605 shares — an estimated $271K sold.

LMR Partners first reported a position in CFG in Q1 2015 and held it in 17 quarters. The position peaked at $28.9M in Q4 2015. 821 funds tracked by Wall St. Rank hold CFG as of Q4 2024.

  • LMR Partners reported no remaining Citizens Financial Group position as of Q4 2024 after selling out during the quarter.
  • LMR Partners sold 6,605 Citizens Financial Group shares in Q4 2024, an estimated $271K.
  • LMR Partners first reported a position in Citizens Financial Group in Q1 2015 and held it in 17 quarters.
  • LMR Partners's Citizens Financial Group position peaked at $28.9M in Q4 2015.
  • 821 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2024.

Based on LMR Partners's 13F filing for Q4 2024, filed 14 Feb 2025.