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MD Financial Management’s Citizens Financial Group CFG Stock Holding History

MD Financial Management’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
2021
Q4 		$2.51M Sell
53,065
-2,862
-5% -$138K 0.06% 157
2021
Q3 		$2.63M Buy
55,927
+6,304
+13% +$277K 0.07% 113
2021
Q2 		$2.28M Buy
+49,623
New +$2.34M 0.07% 148

Other funds holding CFG

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

MD Financial Management reduced its Citizens Financial Group (CFG) stake by 5.1% in Q4 2021, selling an estimated $138K and leaving 53,065 shares worth $2.51M. The position accounts for 0.06% of the portfolio, ranked #157.

MD Financial Management first reported a position in CFG in Q2 2021 and has held it in 3 quarters since. The position peaked at $2.63M in Q3 2021. 748 funds tracked by Wall St. Rank hold CFG as of Q4 2021.

  • MD Financial Management held 53,065 shares of Citizens Financial Group worth $2.51M as of Q4 2021.
  • MD Financial Management sold 2,862 Citizens Financial Group shares in Q4 2021, an estimated $138K.
  • Citizens Financial Group made up 0.06% of MD Financial Management's portfolio in Q4 2021, its #157 holding.
  • MD Financial Management first reported a position in Citizens Financial Group in Q2 2021 and has held it in 3 quarters since.
  • MD Financial Management's Citizens Financial Group position peaked at $2.63M in Q3 2021.
  • 748 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2021.

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