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Marathon Capital Management’s Citigroup C Stock Holding History

Marathon Capital Management’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
2024
Q1 		– Sell
-7,922
Closed -$408K – 159
2023
Q4 		$408K Sell
7,922
-675
-8% -$29.9K 0.1% 103
2023
Q3 		$354K Hold
8,597
– – 0.09% 107
2023
Q2 		$396K Hold
8,597
– – 0.1% 107
2023
Q1 		$403K Buy
+8,597
New +$422K 0.1% 109

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marathon Capital Management's C Position: Q1 2024 in Review

Marathon Capital Management sold out of Citigroup (C) in Q1 2024, closing a stake of 7,922 shares — an estimated $408K sold.

Marathon Capital Management first reported a position in C in Q1 2023 and held it in 4 quarters. The position peaked at $408K in Q4 2023. 1,774 funds tracked by Wall St. Rank hold C as of Q1 2024.

  • Marathon Capital Management reported no remaining Citigroup position as of Q1 2024 after selling out during the quarter.
  • Marathon Capital Management sold 7,922 Citigroup shares in Q1 2024, an estimated $408K.
  • Marathon Capital Management first reported a position in Citigroup in Q1 2023 and held it in 4 quarters.
  • Marathon Capital Management's Citigroup position peaked at $408K in Q4 2023.
  • 1,774 funds tracked by Wall St. Rank held Citigroup as of Q1 2024.

Based on Marathon Capital Management's 13F filing for Q1 2024, filed 15 May 2024.