Stelac Advisory Services’s Citigroup C Stock Holding History

Stelac Advisory Services’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	-2,600	Closed	-$110K	–	92
2023 Q3	$110K	Buy	+2,600	New	+$114K	0.06%	97
2020 Q2	–	Sell	-9,597	Closed	-$404K	–	142
2020 Q1	$404K	Buy	+9,597	New	+$644K	0.19%	59
2018 Q4	–	Sell	-45,657	Closed	-$3.27M	–	112
2018 Q3	$3.27M	Buy	45,657 +43,932	+2,547%	+$3.11M	0.96%	17
2018 Q2	$115K	Hold	1,725	–	–	0.03%	126
2018 Q1	$116K	Buy	+1,725	New	+$130K	0.03%	115

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Stelac Advisory Services's C Position: Q4 2023 in Review

Stelac Advisory Services sold out of Citigroup (C) in Q4 2023, closing a stake of 2,600 shares — an estimated $110K sold.

Stelac Advisory Services first reported a position in C in Q1 2018 and held it in 5 quarters. The position peaked at $3.27M in Q3 2018. 1,672 funds tracked by Wall St. Rank hold C as of Q4 2023.

Stelac Advisory Services reported no remaining Citigroup position as of Q4 2023 after selling out during the quarter.
Stelac Advisory Services sold 2,600 Citigroup shares in Q4 2023, an estimated $110K.
Stelac Advisory Services first reported a position in Citigroup in Q1 2018 and held it in 5 quarters.
Stelac Advisory Services's Citigroup position peaked at $3.27M in Q3 2018.
1,672 funds tracked by Wall St. Rank held Citigroup as of Q4 2023.

Based on Stelac Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.