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HoldCo Asset Management, LP Buys Citigroup Inc, SVB Financial Group

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Nov 10, 2021
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Investment company HoldCo Asset Management, LP (Current Portfolio) buys Citigroup Inc, SVB Financial Group during the 3-months ended 2021Q3, according to the most recent filings of the investment company, HoldCo Asset Management, LP. As of 2021Q3, HoldCo Asset Management, LP owns 23 stocks with a total value of $648 million. These are the details of the buys and sells.
  • New Purchases: C, SIVB,
  • Added Positions: FNWB,

For the details of HoldCo Asset Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/holdco+asset+management%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of HoldCo Asset Management, LP
  1. Wells Fargo & Co (WFC) - 3,000,000 shares, 21.49% of the total portfolio.
  2. Citigroup Inc (C) - 1,674,370 shares, 18.14% of the total portfolio. New Position
  3. Umpqua Holdings Corp (UMPQ) - 3,071,548 shares, 9.60% of the total portfolio.
  4. United Community Banks Inc (UCBI) - 1,820,257 shares, 9.22% of the total portfolio.
  5. Popular Inc (BPOP) - 603,728 shares, 7.24% of the total portfolio.
New Purchase: Citigroup Inc (C)

HoldCo Asset Management, LP initiated holding in Citigroup Inc. The purchase prices were between $65.08 and $74.3, with an estimated average price of $69.93. The stock is now traded at around $67.975000. The impact to a portfolio due to this purchase was 18.14%. The holding were 1,674,370 shares as of 2021-09-30.

New Purchase: SVB Financial Group (SIVB)

HoldCo Asset Management, LP initiated holding in SVB Financial Group. The purchase prices were between $534.95 and $674.41, with an estimated average price of $579.52. The stock is now traded at around $741.700000. The impact to a portfolio due to this purchase was 6.94%. The holding were 69,535 shares as of 2021-09-30.



Here is the complete portfolio of HoldCo Asset Management, LP. Also check out:

1. HoldCo Asset Management, LP's Undervalued Stocks
2. HoldCo Asset Management, LP's Top Growth Companies, and
3. HoldCo Asset Management, LP's High Yield stocks
4. Stocks that HoldCo Asset Management, LP keeps buying
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