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Wedge Capital Management’s Citizens Financial Group CFG Stock Holding History

Wedge Capital Management’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-896,822
Closed -$27.2M – 512
2023
Q1 		$27.2M Buy
896,822
+102,612
+13% +$4.02M 0.46% 86
2022
Q4 		$31.3M Buy
794,210
+18,303
+2% +$715K 0.5% 80
2022
Q3 		$26.7M Buy
775,907
+21,804
+3% +$807K 0.45% 93
2022
Q2 		$26.9M Buy
754,103
+88,173
+13% +$3.48M 0.43% 108
2022
Q1 		$30.2M Sell
665,930
-24,295
-4% -$1.25M 0.41% 122
2021
Q4 		$32.6M Sell
690,225
-22,842
-3% -$1.1M 0.4% 116
2021
Q3 		$33.5M Buy
713,067
+6,840
+1% +$300K 0.43% 69
2021
Q2 		$32.4M Buy
706,227
+8,379
+1% +$395K 0.4% 78
2021
Q1 		$30.8M Buy
697,848
+4,889
+0.7% +$203K 0.37% 126
2020
Q4 		$24.8M Sell
692,959
-89,557
-11% -$2.81M 0.29% 135
2020
Q3 		$19.8M Sell
782,516
-190,453
-20% -$4.83M 0.26% 131
2020
Q2 		$24.6M Sell
972,969
-4,583
-0.5% -$104K 0.34% 111
2020
Q1 		$18.4M Buy
977,552
+181,274
+23% +$5.91M 0.32% 115
2019
Q4 		$32.3M Sell
796,278
-26,402
-3% -$988K 0.36% 106
2019
Q3 		$29.1M Buy
822,680
+54,560
+7% +$1.9M 0.34% 117
2019
Q2 		$27.2M Buy
768,120
+15,873
+2% +$553K 0.31% 123
2019
Q1 		$24.4M Sell
752,247
-27,972
-4% -$969K 0.28% 120
2018
Q4 		$23.2M Buy
+780,219
New +$27.4M 0.29% 128

Other funds holding CFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wedge Capital Management's CFG Position: Q2 2023 in Review

Wedge Capital Management sold out of Citizens Financial Group (CFG) in Q2 2023, closing a stake of 896,822 shares — an estimated $27.2M sold.

Wedge Capital Management first reported a position in CFG in Q4 2018 and held it in 18 quarters. The position peaked at $33.5M in Q3 2021. 689 funds tracked by Wall St. Rank hold CFG as of Q2 2023.

  • Wedge Capital Management reported no remaining Citizens Financial Group position as of Q2 2023 after selling out during the quarter.
  • Wedge Capital Management sold 896,822 Citizens Financial Group shares in Q2 2023, an estimated $27.2M.
  • Wedge Capital Management first reported a position in Citizens Financial Group in Q4 2018 and held it in 18 quarters.
  • Wedge Capital Management's Citizens Financial Group position peaked at $33.5M in Q3 2021.
  • 689 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2023.

Based on Wedge Capital Management's 13F filing for Q2 2023, filed 17 Jul 2023.