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Snider Financial Group’s Citigroup C Stock Holding History

Snider Financial Group’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
2022
Q3 		– Sell
-69,664
Closed -$3.2M – 57
2022
Q2 		$3.2M Sell
69,664
-14,831
-18% -$742K 1.75% 20
2022
Q1 		$4.51M Sell
84,495
-2,842
-3% -$176K 2.05% 19
2021
Q4 		$5.51M Buy
87,337
+7,965
+10% +$530K 2.34% 17
2021
Q3 		$5.49M Buy
79,372
+12,068
+18% +$844K 2.39% 18
2021
Q2 		$4.5M Buy
+67,304
New +$4.98M 2.12% 19

Other funds holding C

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Snider Financial Group's C Position: Q3 2022 in Review

Snider Financial Group sold out of Citigroup (C) in Q3 2022, closing a stake of 69,664 shares — an estimated $3.2M sold.

Snider Financial Group first reported a position in C in Q2 2021 and held it in 5 quarters. The position peaked at $5.51M in Q4 2021. 1,606 funds tracked by Wall St. Rank hold C as of Q3 2022.

  • Snider Financial Group reported no remaining Citigroup position as of Q3 2022 after selling out during the quarter.
  • Snider Financial Group sold 69,664 Citigroup shares in Q3 2022, an estimated $3.2M.
  • Snider Financial Group first reported a position in Citigroup in Q2 2021 and held it in 5 quarters.
  • Snider Financial Group's Citigroup position peaked at $5.51M in Q4 2021.
  • 1,606 funds tracked by Wall St. Rank held Citigroup as of Q3 2022.

Based on Snider Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.