Moody Lynn & Lieberson’s Citigroup C Stock Holding History

Moody Lynn & Lieberson’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
2020 Q1	–	Sell	-15,105	Closed	-$1.21M	–	169
2019 Q4	$1.21M	Buy	+15,105	New	+$1.12M	0.12%	108
2018 Q4	–	Sell	-149,572	Closed	-$10.7M	–	194
2018 Q3	$10.7M	Buy	149,572 +10,879	+8%	+$769K	1.14%	33
2018 Q2	$9.28M	Buy	138,693 +129,988	+1,493%	+$8.95M	1.1%	33
2018 Q1	$588K	Sell	8,705 -139,737	-94%	-$10.5M	0.07%	131
2017 Q4	$11.7M	Buy	148,442 +97,850	+193%	+$7.24M	1.25%	32
2017 Q3	$3.68M	Sell	50,592 -41,963	-45%	-$2.86M	0.45%	60
2017 Q2	$6.19M	Buy	+92,555	New	+$5.68M	0.81%	40
2017 Q1	–	Sell	-107,390	Closed	-$6.38M	–	172
2016 Q4	$6.38M	Buy	107,390 +84,650	+372%	+$4.57M	0.92%	39
2016 Q3	$1.07M	Buy	+22,740	New	+$1.03M	0.18%	82
2015 Q3	–	Sell	-139,363	Closed	-$7.7M	–	164
2015 Q2	$7.7M	Buy	+139,363	New	+$7.58M	1.23%	27

Other funds holding C

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Moody Lynn & Lieberson's C Position: Q1 2020 in Review

Moody Lynn & Lieberson sold out of Citigroup (C) in Q1 2020, closing a stake of 15,105 shares — an estimated $1.21M sold.

Moody Lynn & Lieberson first reported a position in C in Q2 2015 and held it in 10 quarters. The position peaked at $11.7M in Q4 2017. 1,506 funds tracked by Wall St. Rank hold C as of Q1 2020.

Moody Lynn & Lieberson reported no remaining Citigroup position as of Q1 2020 after selling out during the quarter.
Moody Lynn & Lieberson sold 15,105 Citigroup shares in Q1 2020, an estimated $1.21M.
Moody Lynn & Lieberson first reported a position in Citigroup in Q2 2015 and held it in 10 quarters.
Moody Lynn & Lieberson's Citigroup position peaked at $11.7M in Q4 2017.
1,506 funds tracked by Wall St. Rank held Citigroup as of Q1 2020.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2020, filed 30 Apr 2020.