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Maltese Capital Management’s Citizens Financial Services CZFS Stock Holding History

Maltese Capital Management’s Portfolio CZFS Stock Details CZFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,576
Closed -$175K – 109
2022
Q3 		$175K Sell
2,576
-10,579
-80% -$768K 0.04% 116
2022
Q2 		$894K Buy
+13,155
New +$875K 0.19% 107

Other funds holding CZFS

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Maltese Capital Management's CZFS Position: Q4 2022 in Review

Maltese Capital Management sold out of Citizens Financial Services (CZFS) in Q4 2022, closing a stake of 2,576 shares — an estimated $175K sold.

Maltese Capital Management first reported a position in CZFS in Q2 2022 and held it in 2 quarters. The position peaked at $894K in Q2 2022. 25 funds tracked by Wall St. Rank hold CZFS as of Q4 2022.

  • Maltese Capital Management reported no remaining Citizens Financial Services position as of Q4 2022 after selling out during the quarter.
  • Maltese Capital Management sold 2,576 Citizens Financial Services shares in Q4 2022, an estimated $175K.
  • Maltese Capital Management first reported a position in Citizens Financial Services in Q2 2022 and held it in 2 quarters.
  • Maltese Capital Management's Citizens Financial Services position peaked at $894K in Q2 2022.
  • 25 funds tracked by Wall St. Rank held Citizens Financial Services as of Q4 2022.

Based on Maltese Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.