PC
CFG icon

Polar Capital’s Citizens Financial Group CFG Stock Holding History

Polar Capital’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
2020
Q3 		$3.85M Buy
152,473
+12,156
+9% +$308K 0.03% 220
2020
Q2 		$3.54M Sell
140,317
-131,336
-48% -$2.98M 0.03% 215
2020
Q1 		$5.11M Sell
271,653
-27,476
-9% -$896K 0.05% 201
2019
Q4 		$12.1M Sell
299,129
-479
-0.2% -$17.9K 0.11% 185
2019
Q3 		$10.6M Buy
299,608
+49,216
+20% +$1.72M 0.1% 190
2019
Q2 		$8.85M Buy
250,392
+13,545
+6% +$472K 0.08% 200
2019
Q1 		$7.7M Buy
236,847
+30,347
+15% +$1.05M 0.07% 194
2018
Q4 		$6.14M Buy
206,500
+5,982
+3% +$210K 0.07% 202
2018
Q3 		$7.73M Buy
200,518
+23,599
+13% +$952K 0.07% 194
2018
Q2 		$6.88K Buy
176,919
+21,331
+14% +$889K 0.04% 208
2018
Q1 		$6.52M Buy
155,588
+344
+0.2% +$15.4K 0.07% 209
2017
Q4 		$6.52M Buy
155,244
+125,188
+417% +$4.9M 0.07% 188
2017
Q3 		$1.14M Buy
30,056
+1,820
+6% +$63.7K 0.01% 235
2017
Q2 		$1.01M Buy
28,236
+10,024
+55% +$355K 0.01% 229
2017
Q1 		$629K Buy
18,212
+5,695
+45% +$208K 0.01% 246
2016
Q4 		$446K Sell
12,517
-5,190
-29% -$157K 0.01% 252
2016
Q3 		$438K Sell
17,707
-7,087
-29% -$163K 0.01% 244
2016
Q2 		$495K Sell
24,794
-2,527
-9% -$56.1K 0.01% 252
2016
Q1 		$572K Sell
27,321
-1,459
-5% -$30.9K 0.01% 248
2015
Q4 		$754K Buy
+28,780
New +$725K 0.01% 244

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polar Capital's CFG Position: Q3 2020 in Review

Polar Capital increased its Citizens Financial Group (CFG) stake by 8.7% in Q3 2020, buying an estimated $308K and bringing the position to 152,473 shares worth $3.85M. The position accounts for 0.03% of the portfolio, ranked #220.

Polar Capital first reported a position in CFG in Q4 2015 and has held it in 20 quarters since. The position peaked at $12.1M in Q4 2019. 552 funds tracked by Wall St. Rank hold CFG as of Q3 2020.

  • Polar Capital held 152,473 shares of Citizens Financial Group worth $3.85M as of Q3 2020.
  • Polar Capital bought 12,156 Citizens Financial Group shares in Q3 2020, an estimated $308K.
  • Citizens Financial Group made up 0.03% of Polar Capital's portfolio in Q3 2020, its #220 holding.
  • Polar Capital first reported a position in Citizens Financial Group in Q4 2015 and has held it in 20 quarters since.
  • Polar Capital's Citizens Financial Group position peaked at $12.1M in Q4 2019.
  • 552 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.