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Mesirow Institutional Investment Management’s Citizens Financial Group CFG Stock Holding History

Mesirow Institutional Investment 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
2024
Q4 		$3.94M Buy
90,123
+32,327
+56% +$1.43M 0.3% 85
2024
Q3 		$2.37M Sell
57,796
-7,170
-11% -$290K 0.18% 113
2024
Q2 		$2.34M Buy
64,966
+31,596
+95% +$1.1M 0.21% 108
2024
Q1 		$1.21M Buy
+33,370
New +$1.09M 0.11% 108

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mesirow Institutional Investment Management's CFG Position: Q4 2024 in Review

Mesirow Institutional Investment Management increased its Citizens Financial Group (CFG) stake by 56% in Q4 2024, buying an estimated $1.43M and bringing the position to 90,123 shares worth $3.94M. The position accounts for 0.3% of the portfolio, ranked #85.

Mesirow Institutional Investment Management first reported a position in CFG in Q1 2024 and has held it in 4 quarters since. 818 funds tracked by Wall St. Rank hold CFG as of Q4 2024.

  • Mesirow Institutional Investment Management held 90,123 shares of Citizens Financial Group worth $3.94M as of Q4 2024.
  • Mesirow Institutional Investment Management bought 32,327 Citizens Financial Group shares in Q4 2024, an estimated $1.43M.
  • Citizens Financial Group made up 0.3% of Mesirow Institutional Investment Management's portfolio in Q4 2024, its #85 holding.
  • Mesirow Institutional Investment Management first reported a position in Citizens Financial Group in Q1 2024 and has held it in 4 quarters since.
  • 818 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.