MIH
CFG icon

Meitav Investment House’s Citizens Financial Group CFG Stock Holding History

Meitav Investment House’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
2024
Q1 		– Sell
-6,529
Closed -$219K – 243
2023
Q4 		$219K Buy
+6,529
New +$180K ﹤0.01% 322
2023
Q3 		– Sell
-4,506
Closed -$117K – 365
2023
Q2 		$117K Buy
+4,506
New +$124K ﹤0.01% 379

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Meitav Investment House sold out of Citizens Financial Group (CFG) in Q1 2024, closing a stake of 6,529 shares — an estimated $219K sold.

Meitav Investment House first reported a position in CFG in Q2 2023 and held it in 2 quarters. The position peaked at $219K in Q4 2023. 717 funds tracked by Wall St. Rank hold CFG as of Q1 2024.

  • Meitav Investment House reported no remaining Citizens Financial Group position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 6,529 Citizens Financial Group shares in Q1 2024, an estimated $219K.
  • Meitav Investment House first reported a position in Citizens Financial Group in Q2 2023 and held it in 2 quarters.
  • Meitav Investment House's Citizens Financial Group position peaked at $219K in Q4 2023.
  • 717 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2024.

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