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STAR Financial Bank’s Citigroup C Stock Holding History

STAR Financial Bank’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
2023
Q4 		– Sell
-4,973
Closed -$205K – 89
2023
Q3 		$205K Sell
4,973
-688
-12% -$30.2K 0.21% 88
2023
Q2 		$261K Hold
5,661
– – 0.24% 84
2023
Q1 		$265K Hold
5,661
– – 0.26% 85
2022
Q4 		$256K Buy
+5,661
New +$257K 0.25% 85

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

STAR Financial Bank's C Position: Q4 2023 in Review

STAR Financial Bank sold out of Citigroup (C) in Q4 2023, closing a stake of 4,973 shares — an estimated $205K sold.

STAR Financial Bank first reported a position in C in Q4 2022 and held it in 4 quarters. The position peaked at $265K in Q1 2023. 1,671 funds tracked by Wall St. Rank hold C as of Q4 2023.

  • STAR Financial Bank reported no remaining Citigroup position as of Q4 2023 after selling out during the quarter.
  • STAR Financial Bank sold 4,973 Citigroup shares in Q4 2023, an estimated $205K.
  • STAR Financial Bank first reported a position in Citigroup in Q4 2022 and held it in 4 quarters.
  • STAR Financial Bank's Citigroup position peaked at $265K in Q1 2023.
  • 1,671 funds tracked by Wall St. Rank held Citigroup as of Q4 2023.

Based on STAR Financial Bank's 13F filing for Q4 2023, filed 13 Feb 2024.