AIP
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Almanack Investment Partners’s Citigroup C Stock Holding History

Almanack Investment Partners’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
2025
Q3 		– Sell
-14,390
Closed -$1.22M – 205
2025
Q2 		$1.22M Buy
+14,390
New +$1.04M 0.19% 75
2022
Q4 		– Sell
-1,247
Closed -$52K – 327
2022
Q3 		$52K Sell
1,247
-5,021
-80% -$248K 0.01% 256
2022
Q2 		$288K Sell
6,268
-628
-9% -$31.4K 0.03% 328
2022
Q1 		$368K Buy
6,896
+800
+13% +$49.4K 0.03% 315
2021
Q4 		$368K Sell
6,096
-1,738
-22% -$116K 0.03% 326
2021
Q3 		$550K Buy
7,834
+817
+12% +$57.1K 0.05% 242
2021
Q2 		$496K Sell
7,017
-1,024
-13% -$75.8K 0.05% 227
2021
Q1 		$585K Buy
8,041
+100
+1% +$6.67K 0.06% 204
2020
Q4 		$490K Buy
7,941
+799
+11% +$40.6K 0.06% 211
2020
Q3 		$344K Sell
7,142
-5,790
-45% -$288K 0.04% 278
2020
Q2 		$661K Sell
12,932
-15,770
-55% -$748K 0.12% 98
2020
Q1 		$1.21M Buy
+28,702
New +$1.93M 0.26% 53
2019
Q3 		– Sell
-2,162
Closed -$151K – 244
2019
Q2 		$151K Buy
+2,162
New +$145K 0.04% 211
2019
Q1 		– Sell
-2,156
Closed -$112K – 152
2018
Q4 		$112K Sell
2,156
-28
-1% -$1.77K 0.03% 221
2018
Q3 		$150K Buy
+2,184
New +$154K 0.04% 211

Other funds holding C

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return