MD Financial Management’s Citigroup C Stock Holding History

MD Financial 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
2021 Q4	$2.54M	Buy	42,095 +6,936	+20%	+$461K	0.06%	154
2021 Q3	$2.47M	Buy	35,159 +640	+2%	+$44.7K	0.06%	132
2021 Q2	$2.44M	Buy	+34,519	New	+$2.55M	0.07%	131

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

MD Financial Management's C Position: Q4 2021 in Review

MD Financial Management increased its Citigroup (C) stake by 20% in Q4 2021, buying an estimated $461K and bringing the position to 42,095 shares worth $2.54M. The position accounts for 0.06% of the portfolio, ranked #154.

MD Financial Management first reported a position in C in Q2 2021 and has held it in 3 quarters since. 1,838 funds tracked by Wall St. Rank hold C as of Q4 2021.

MD Financial Management held 42,095 shares of Citigroup worth $2.54M as of Q4 2021.
MD Financial Management bought 6,936 Citigroup shares in Q4 2021, an estimated $461K.
Citigroup made up 0.06% of MD Financial Management's portfolio in Q4 2021, its #154 holding.
MD Financial Management first reported a position in Citigroup in Q2 2021 and has held it in 3 quarters since.
1,838 funds tracked by Wall St. Rank held Citigroup as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.