Markel Group’s Citigroup C Stock Holding History

Markel Group’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
2021 Q4	–	Sell	-21,020	Closed	-$1.48M	–	121
2021 Q3	$1.48M	Hold	21,020	–	–	0.02%	111
2021 Q2	$1.49M	Buy	21,020 +400	+2%	+$29.6K	0.02%	109
2021 Q1	$1.5M	Hold	20,620	–	–	0.02%	106
2020 Q4	$1.27M	Sell	20,620 -2,000	-9%	-$102K	0.02%	106
2020 Q3	$975K	Hold	22,620	–	–	0.02%	107
2020 Q2	$1.16M	Hold	22,620	–	–	0.02%	106
2020 Q1	$953K	Buy	22,620 +2,300	+11%	+$154K	0.02%	122
2019 Q4	$1.62M	Buy	20,320 +2,150	+12%	+$159K	0.02%	128
2019 Q3	$1.25M	Buy	18,170 +2,100	+13%	+$143K	0.02%	126
2019 Q2	$1.13M	Buy	16,070 +2,500	+18%	+$167K	0.02%	127
2019 Q1	$844K	Hold	13,570	–	–	0.01%	128
2018 Q4	$707K	Buy	13,570 +1,700	+14%	+$108K	0.01%	125
2018 Q3	$852K	Buy	11,870 +4,750	+67%	+$336K	0.01%	125
2018 Q2	$476K	Buy	+7,120	New	+$490K	0.01%	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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Markel Group's C Position: Q4 2021 in Review

Markel Group sold out of Citigroup (C) in Q4 2021, closing a stake of 21,020 shares — an estimated $1.48M sold.

Markel Group first reported a position in C in Q2 2018 and held it in 14 quarters. The position peaked at $1.62M in Q4 2019. 1,838 funds tracked by Wall St. Rank hold C as of Q4 2021.

Markel Group reported no remaining Citigroup position as of Q4 2021 after selling out during the quarter.
Markel Group sold 21,020 Citigroup shares in Q4 2021, an estimated $1.48M.
Markel Group first reported a position in Citigroup in Q2 2018 and held it in 14 quarters.
Markel Group's Citigroup position peaked at $1.62M in Q4 2019.
1,838 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on Markel Group's 13F filing for Q4 2021, filed 4 Feb 2022.