CIT β€” CIT Group Inc

Ownership history in BARTLETT & CO. WEALTH MANAGEMENT LLC  Β·  1 quarter on record

AI Ownership Summary

BARTLETT & CO. WEALTH MANAGEMENT LLC reported CIT Group Inc (CIT) in 1 quarterly 13F filing from 2023 Q4 through 2023 Q4. The latest visible filing shows CIT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BARTLETT & CO. WEALTH MANAGEMENT LLC's position in CIT Group Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2023 Q4

CIT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2023 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BARTLETT & CO. WEALTH MANAGEMENT LLC held CIT β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2023 Q4 INITIATED 126 β€” β€” 0.00% $6K 2024-02-14 β€”

🏒 Other funds also holding CIT

As of 2023 Q4 β€” sorted by position size

Gryphon Financial Partners LLC 3Y 7Y 0.01% Anchor Investment Management, LLC 0.01%

FAQ About BARTLETT & CO. WEALTH MANAGEMENT LLC and CIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BARTLETT & CO. WEALTH MANAGEMENT LLC reported owning CIT?

BARTLETT & CO. WEALTH MANAGEMENT LLC reported CIT across 1 quarterly 13F filings, from 2023 Q4 through 2023 Q4.

What was the largest reported CIT position in BARTLETT & CO. WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for CIT was 0.00% in 2023 Q4.

What is the latest reported CIT position on this page?

The most recent filing on this page is 2023 Q4, when BARTLETT & CO. WEALTH MANAGEMENT LLC reported 126 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this CIT ownership page compare?

The chart compares BARTLETT & CO. WEALTH MANAGEMENT LLC's quarterly CIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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