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Mirova’s Citizens Financial Group CFG Stock Holding History

Mirova’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
2023
Q1 		– Sell
-8,120
Closed -$320K – 175
2022
Q4 		$320K Buy
8,120
+3,052
+60% +$119K 0.05% 136
2022
Q3 		$174K Sell
5,068
-1,583
-24% -$58.6K 0.03% 155
2022
Q2 		$237K Sell
6,651
-8,234
-55% -$325K 0.03% 157
2022
Q1 		$674K Sell
14,885
-8
-0.1% -$411 0.09% 110
2021
Q4 		$703K Buy
14,893
+10,536
+242% +$507K 0.08% 108
2021
Q3 		$204K Buy
4,357
+384
+10% +$16.9K 0.03% 143
2021
Q2 		$182K Hold
3,973
– – 0.02% 145
2021
Q1 		$175K Buy
3,973
+641
+19% +$26.7K 0.02% 146
2020
Q4 		$119K Buy
3,332
+2,118
+174% +$66.5K 0.02% 144
2020
Q3 		$31K Sell
1,214
-1,208
-50% -$30.6K 0.01% 153
2020
Q2 		$61K Sell
2,422
-36
-1% -$817 0.01% 94
2020
Q1 		$46K Sell
2,458
-736
-23% -$24K 0.02% 100
2019
Q4 		$130K Buy
3,194
+1,625
+104% +$60.8K 0.05% 90
2019
Q3 		$55K Buy
1,569
+142
+10% +$4.96K 0.01% 111
2019
Q2 		$50K Buy
+1,427
New +$49.7K ﹤0.01% 114

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirova's CFG Position: Q1 2023 in Review

Mirova sold out of Citizens Financial Group (CFG) in Q1 2023, closing a stake of 8,120 shares — an estimated $320K sold.

Mirova first reported a position in CFG in Q2 2019 and held it in 15 quarters. The position peaked at $703K in Q4 2021. 735 funds tracked by Wall St. Rank hold CFG as of Q1 2023.

  • Mirova reported no remaining Citizens Financial Group position as of Q1 2023 after selling out during the quarter.
  • Mirova sold 8,120 Citizens Financial Group shares in Q1 2023, an estimated $320K.
  • Mirova first reported a position in Citizens Financial Group in Q2 2019 and held it in 15 quarters.
  • Mirova's Citizens Financial Group position peaked at $703K in Q4 2021.
  • 735 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2023.

Based on Mirova's 13F filing for Q1 2023, filed 12 May 2023.