Number of Shares
38,835.00
Current Holdings Value*
$3.10 Mil
% of Portfolio
3.62%
Total Estimate Gain
$763,850.38
% of Total Estimate Gain
29.02%

WAYCROSS FOCUSED CORE EQUITY FUND's Citigroup Inc Holding Summary

As of 2025-02-28, WAYCROSS FOCUSED CORE EQUITY FUND held 38,835.00 shares of Citigroup Inc(C), totaling $3.10 Mil. This investment constitutes 3.62% of their stock portfolio, and WAYCROSS FOCUSED CORE EQUITY FUND now holds 0% of the outstanding Citigroup Inc(C) stock.

The initial trade took place in 2022Q1. And since then WAYCROSS FOCUSED CORE EQUITY FUND has made 9 purchases of C, at an average price of $66.78, for a total of 39,418.00 shares. In addition, there have been 4 sales at an average price of $48.32 for 583.00 shares. Based on historical transaction data and C's current price of $86.73, WAYCROSS FOCUSED CORE EQUITY FUND's estimated gain on his C holdings is $763,850.38, reflecting a 29.02% gain to date.

WAYCROSS FOCUSED CORE EQUITY FUND C ($86.73) Holding Chart

WAYCROSS FOCUSED CORE EQUITY FUND C ($86.73) 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