Steven Romick C Holdings History

Number of Shares
1.84 Mil
Current Holdings Value*
$257.49 Mil
% of Portfolio
0.37%
Total Estimate Gain
$414.11 Mil
% of Total Estimate Gain
75.38%

Steven Romick's Citigroup Inc Holding Summary

As of 2026-06-30, FPA Crescent Fund held 1.84 Mil shares of Citigroup Inc(C), totaling $257.49 Mil. This investment constitutes 0.37% of their stock portfolio, and FPA Crescent Fund now holds 0.11% of the outstanding Citigroup Inc(C) stock.

The initial trade took place in 2011Q4. And since then Steven Romick has made 12 purchases of C, at an average price of $45.47, for a total of 12.08 Mil shares. In addition, there have been 19 sales at an average price of $69.82 for 10.24 Mil shares. Based on historical transaction data and C's current price of $135.00, Steven Romick's estimated gain on his C holdings is $414.11 Mil, reflecting a 75.38% gain to date.

Steven Romick C ($135.00) Holding Chart

Steven Romick C ($135.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1