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Meitav Investment House’s Citigroup C Stock Holding History

Meitav Investment House’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
-18,856
Closed -$971K – 240
2023
Q4 		$971K Sell
18,856
-5,083
-21% -$225K 0.01% 203
2023
Q3 		$986K Sell
23,939
-8,012
-25% -$352K 0.02% 208
2023
Q2 		$1.47M Buy
31,951
+6,925
+28% +$324K 0.02% 194
2023
Q1 		$1.18M Buy
25,026
+711
+3% +$34.9K 0.02% 217
2022
Q4 		$1.1M Buy
24,315
+2,166
+10% +$98.4K 0.02% 228
2022
Q3 		$926K Hold
22,149
– – 0.02% 239
2022
Q2 		$1.02M Sell
22,149
-75,168
-77% -$3.76M 0.02% 232
2022
Q1 		$5.2M Sell
97,317
-270,834
-74% -$16.7M 0.08% 160
2021
Q4 		$22.2M Sell
368,151
-59,427
-14% -$3.95M 0.36% 69
2021
Q3 		$30M Buy
427,578
+356,437
+501% +$24.9M 0.49% 63
2021
Q2 		$5.02M Buy
71,141
+18,327
+35% +$1.36M 0.13% 125
2021
Q1 		$3.84K Sell
52,814
-13,538
-20% -$904K 0.11% 132
2020
Q4 		$4.07M Buy
66,352
+39,508
+147% +$2.01M 0.16% 101
2020
Q3 		$1.14M Buy
26,844
+7,594
+39% +$378K 0.06% 149
2020
Q2 		$969K Buy
19,250
+6,712
+54% +$318K 0.06% 163
2020
Q1 		$553K Buy
12,538
+8,000
+176% +$537K 0.04% 213
2019
Q4 		$361K Sell
4,538
-617
-12% -$45.6K 0.03% 282
2019
Q3 		$358K Buy
5,155
+2,070
+67% +$141K 0.03% 292
2019
Q2 		$210K Buy
+3,085
New +$206K 0.01% 400
2019
Q1 		– Sell
-6,000
Closed -$292K – 393
2018
Q4 		$292K Hold
6,000
– – 0.02% 260
2018
Q3 		$438K Hold
6,000
– – 0.02% 340
2018
Q2 		$490K Sell
6,000
-1,406
-19% -$96.8K 0.02% 326
2018
Q1 		$500K Buy
7,406
+1,656
+29% +$124K 0.03% 260
2017
Q4 		$432K Buy
+5,750
New +$425K 0.03% 163

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

Meitav Investment House's C Position: Q1 2024 in Review

Meitav Investment House sold out of Citigroup (C) in Q1 2024, closing a stake of 18,856 shares — an estimated $971K sold.

Meitav Investment House first reported a position in C in Q4 2017 and held it in 24 quarters. The position peaked at $30M in Q3 2021. 1,774 funds tracked by Wall St. Rank hold C as of Q1 2024.

  • Meitav Investment House reported no remaining Citigroup position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 18,856 Citigroup shares in Q1 2024, an estimated $971K.
  • Meitav Investment House first reported a position in Citigroup in Q4 2017 and held it in 24 quarters.
  • Meitav Investment House's Citigroup position peaked at $30M in Q3 2021.
  • 1,774 funds tracked by Wall St. Rank held Citigroup as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.