SpiderRock Advisors’s Citigroup C Stock Holding History

SpiderRock Advisors’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Hold	–	-$5K	–	49
2018 Q3	–	Hold	–	–	–	13
2017 Q4	–	Hold	–	-$66K	–	74
2017 Q3	–	Hold	–	–	–	180
2017 Q2	–	Hold	–	–	–	176
2017 Q1	–	Hold	–	–	–	349

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SpiderRock Advisors's C Position: Q3 2024 in Review

SpiderRock Advisors sold out of Citigroup (C) in Q3 2024, closing a stake of 5,651 shares — an estimated $359K sold.

SpiderRock Advisors first reported a position in C in Q1 2024 and held it in 2 quarters. The position peaked at $359K in Q2 2024. 1,789 funds tracked by Wall St. Rank hold C as of Q3 2024.

SpiderRock Advisors reported no remaining Citigroup position as of Q3 2024 after selling out during the quarter.
SpiderRock Advisors sold 5,651 Citigroup shares in Q3 2024, an estimated $359K.
SpiderRock Advisors first reported a position in Citigroup in Q1 2024 and held it in 2 quarters.
SpiderRock Advisors's Citigroup position peaked at $359K in Q2 2024.
1,789 funds tracked by Wall St. Rank held Citigroup as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.