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Morningstar Investment Services’s Citizens Financial Group CFG Stock Holding History

Morningstar Investment Services’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 		– Sell
-5,221
Closed -$213K – 179
2024
Q3 		$213K Buy
+5,221
New +$211K ﹤0.01% 397

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Morningstar Investment Services's CFG Position: Q4 2024 in Review

Morningstar Investment Services sold out of Citizens Financial Group (CFG) in Q4 2024, closing a stake of 5,221 shares — an estimated $213K sold.

Morningstar Investment Services first reported a position in CFG in Q3 2024 and held it in 1 quarter. The position peaked at $213K in Q3 2024. 820 funds tracked by Wall St. Rank hold CFG as of Q4 2024.

  • Morningstar Investment Services reported no remaining Citizens Financial Group position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 5,221 Citizens Financial Group shares in Q4 2024, an estimated $213K.
  • Morningstar Investment Services first reported a position in Citizens Financial Group in Q3 2024 and held it in 1 quarter.
  • Morningstar Investment Services's Citizens Financial Group position peaked at $213K in Q3 2024.
  • 820 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.