UBS Group
CIZN

UBS Group’s Citizens Holding Co. CIZN Stock Holding History

UBS Group’s Portfolio CIZN Stock Details CIZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-609
Closed -$6.39K – 10626
2023
Q3 		$6.39K Buy
609
+572
+1,546% +$6.22K ﹤0.01% 7303
2023
Q2 		$453 Hold
37
– – ﹤0.01% 8230
2023
Q1 		$447 Sell
37
-1,159
-97% -$16.6K ﹤0.01% 9028
2022
Q4 		$16.4K Sell
1,196
-672
-36% -$9.51K ﹤0.01% 7910
2022
Q3 		$29K Buy
1,868
+960
+106% +$16.5K ﹤0.01% 6946
2022
Q2 		$17K Sell
908
-267
-23% -$4.9K ﹤0.01% 7168
2022
Q1 		$23K Buy
1,175
+158
+16% +$2.89K ﹤0.01% 7326
2021
Q4 		$19K Sell
1,017
-608
-37% -$11.2K ﹤0.01% 7956
2021
Q3 		$31K Buy
1,625
+366
+29% +$6.56K ﹤0.01% 6739
2021
Q2 		$23K Sell
1,259
-753
-37% -$14.4K ﹤0.01% 7220
2021
Q1 		$40K Buy
2,012
+886
+79% +$18.1K ﹤0.01% 6780
2020
Q4 		$24K Buy
1,126
+797
+242% +$16.9K ﹤0.01% 6828
2020
Q3 		$7K Sell
329
-1,244
-79% -$27K ﹤0.01% 7185
2020
Q2 		$39K Buy
1,573
+1,081
+220% +$24.2K ﹤0.01% 6088
2020
Q1 		$10K Buy
+492
New +$10.2K ﹤0.01% 6969
2019
Q1 		– Sell
-98
Closed -$2K – 8641
2018
Q4 		$2K Buy
+98
New +$2.14K ﹤0.01% 7860
2018
Q3 		– Sell
-857
Closed -$20K – 8630
2018
Q2 		$20K Sell
857
-500
-37% -$11.2K ﹤0.01% 6719
2018
Q1 		$30K Buy
1,357
+338
+33% +$7.45K ﹤0.01% 6101
2017
Q4 		$24K Buy
1,019
+195
+24% +$4.61K ﹤0.01% 6432
2017
Q3 		$21K Buy
824
+495
+150% +$12.1K ﹤0.01% 6439
2017
Q2 		$9K Sell
329
-1,699
-84% -$41.3K ﹤0.01% 6885
2017
Q1 		$50K Buy
+2,028
New +$50.7K ﹤0.01% 5532
2016
Q4 		– Sell
-732
Closed -$17K – 8448
2016
Q3 		$17K Buy
+732
New +$16.7K ﹤0.01% 6457
2015
Q4 		– Sell
-1,570
Closed -$35K – 8979
2015
Q3 		$35K Buy
1,570
+305
+24% +$6.15K ﹤0.01% 6167
2015
Q2 		$26K Buy
+1,265
New +$24.4K ﹤0.01% 6648
2015
Q1 		– Sell
-304
Closed -$6K – 10179
2014
Q4 		$6K Buy
+304
New +$5.78K ﹤0.01% 8923

Other funds holding CIZN

CB
Cadence Bank Tupelo, Mississippi $1.71B AUM 16.17% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

UBS Group's CIZN Position: Q4 2023 in Review

UBS Group sold out of Citizens Holding Co. (CIZN) in Q4 2023, closing a stake of 609 shares — an estimated $6.39K sold.

UBS Group first reported a position in CIZN in Q4 2014 and held it in 26 quarters. The position peaked at $50K in Q1 2017. 4 funds tracked by Wall St. Rank hold CIZN as of Q4 2023.

  • UBS Group reported no remaining Citizens Holding Co. position as of Q4 2023 after selling out during the quarter.
  • UBS Group sold 609 Citizens Holding Co. shares in Q4 2023, an estimated $6.39K.
  • UBS Group first reported a position in Citizens Holding Co. in Q4 2014 and held it in 26 quarters.
  • UBS Group's Citizens Holding Co. position peaked at $50K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Citizens Holding Co. as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.