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Naples Money Management’s Citigroup C Stock Holding History

Naples Money Management’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
2024
Q3 		$4.63K Hold
74
– – ﹤0.01% 238
2024
Q2 		$4.69K Buy
74
+56
+311% +$3.45K ﹤0.01% 246
2024
Q1 		$1.14K Sell
18
-40,816
-100% -$2.27M ﹤0.01% 351
2023
Q4 		$2.1M Buy
+40,834
New +$1.81M 1.97% 23

Other funds holding C

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Naples Money Management's C Position: Q3 2024 in Review

Naples Money Management held its Citigroup (C) position steady in Q3 2024 at 74 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Naples Money Management first reported a position in C in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.1M in Q4 2023. 1,790 funds tracked by Wall St. Rank hold C as of Q3 2024.

  • Naples Money Management held 74 shares of Citigroup worth $4.63K as of Q3 2024.
  • Naples Money Management left its Citigroup share count unchanged in Q3 2024.
  • Citigroup made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #238 holding.
  • Naples Money Management first reported a position in Citigroup in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Citigroup position peaked at $2.1M in Q4 2023.
  • 1,790 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.