Standard Family Office’s Citigroup C Stock Holding History

Standard Family Office’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 Q4	–	Sell	-400	Closed	-$17K	–	67
2022 Q3	$17K	Buy	+400	New	+$19.8K	0.01%	215
2021 Q3	–	Sell	-2,724	Closed	-$193K	–	130
2021 Q2	$193K	Hold	2,724	–	–	0.04%	155
2021 Q1	$198K	Buy	2,724 +370	+16%	+$24.7K	0.05%	125
2020 Q4	$145K	Buy	+2,354	New	+$120K	0.03%	153

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Standard Family Office's C Position: Q4 2022 in Review

Standard Family Office sold out of Citigroup (C) in Q4 2022, closing a stake of 400 shares — an estimated $17K sold.

Standard Family Office first reported a position in C in Q4 2020 and held it in 4 quarters. The position peaked at $198K in Q1 2021. 1,605 funds tracked by Wall St. Rank hold C as of Q4 2022.

Standard Family Office reported no remaining Citigroup position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 400 Citigroup shares in Q4 2022, an estimated $17K.
Standard Family Office first reported a position in Citigroup in Q4 2020 and held it in 4 quarters.
Standard Family Office's Citigroup position peaked at $198K in Q1 2021.
1,605 funds tracked by Wall St. Rank held Citigroup as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.