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Winslow Evans & Crocker’s Citigroup C Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$533K Buy
8,643
+1,970
+30% +$100K 0.1% 192
2020
Q3 		$288K Buy
6,673
+70
+1% +$3.49K 0.07% 233
2020
Q2 		$337K Buy
6,603
+143
+2% +$6.79K 0.09% 214
2020
Q1 		$274K Sell
6,460
-5,858
-48% -$393K 0.09% 206
2019
Q4 		$986K Buy
12,318
+5,640
+84% +$417K 0.25% 89
2019
Q3 		$464K Buy
6,678
+120
+2% +$8.16K 0.13% 177
2019
Q2 		$462K Sell
6,558
-636
-9% -$42.6K 0.13% 180
2019
Q1 		$450K Buy
7,194
+4,340
+152% +$270K 0.13% 174
2018
Q4 		$152K Buy
2,854
+74
+3% +$4.69K 0.05% 293
2018
Q3 		$202K Sell
2,780
-26
-0.9% -$1.84K 0.06% 263
2018
Q2 		$190K Buy
2,806
+86
+3% +$5.92K 0.06% 264
2018
Q1 		$183K Sell
2,720
-6,050
-69% -$455K 0.06% 266
2017
Q4 		$652K Buy
8,770
+136
+2% +$10.1K 0.21% 110
2017
Q3 		$628K Buy
8,634
+4,451
+106% +$304K 0.21% 114
2017
Q2 		$280K Buy
4,183
+297
+8% +$18.2K 0.08% 265
2017
Q1 		$232K Hold
3,886
– – 0.07% 276
2016
Q4 		$231K Buy
3,886
+212
+6% +$11.4K 0.07% 270
2016
Q3 		$173K Hold
3,674
– – 0.05% 314
2016
Q2 		$156K Buy
3,674
+321
+10% +$14.2K 0.05% 308
2016
Q1 		$140K Buy
3,353
+303
+10% +$12.7K 0.04% 311
2015
Q4 		$158K Hold
3,050
– – 0.05% 331
2015
Q3 		$151K Hold
3,050
– – 0.05% 324
2015
Q2 		$168K Buy
3,050
+130
+4% +$7.07K 0.05% 344
2015
Q1 		$150K Sell
2,920
-174
-6% -$8.86K 0.04% 343
2014
Q4 		$167K Sell
3,094
-488
-14% -$25.9K 0.05% 311
2014
Q3 		$186K Buy
3,582
+835
+30% +$42K 0.05% 316
2014
Q2 		$129K Buy
2,747
+482
+21% +$22.9K 0.04% 326
2014
Q1 		$108K Sell
2,265
-50
-2% -$2.49K 0.04% 340
2013
Q4 		$120K Buy
+2,315
New +$117K 0.04% 347

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Winslow Evans & Crocker's C Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Citigroup (C) stake by 30% in Q4 2020, buying an estimated $100K and bringing the position to 8,643 shares worth $533K. The position accounts for 0.1% of the portfolio, ranked #192.

Winslow Evans & Crocker first reported a position in C in Q4 2013 and has held it in 29 quarters since. The position peaked at $986K in Q4 2019. 1,635 funds tracked by Wall St. Rank hold C as of Q4 2020.

  • Winslow Evans & Crocker held 8,643 shares of Citigroup worth $533K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,970 Citigroup shares in Q4 2020, an estimated $100K.
  • Citigroup made up 0.1% of Winslow Evans & Crocker's portfolio in Q4 2020, its #192 holding.
  • Winslow Evans & Crocker first reported a position in Citigroup in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Citigroup position peaked at $986K in Q4 2019.
  • 1,635 funds tracked by Wall St. Rank held Citigroup as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.