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Altshuler Shaham’s Citigroup C Stock Holding History

Altshuler Shaham’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
Q1 		– Sell
-1,500
Closed -$106K – 324
2024
Q4 		$106K Hold
1,500
– – ﹤0.01% 122
2024
Q3 		$93.9K Hold
1,500
– – 0.01% 94
2024
Q2 		$95.2K Hold
1,500
– – ﹤0.01% 95
2024
Q1 		$94.9K Hold
1,500
– – ﹤0.01% 87
2023
Q4 		$77.2K Sell
1,500
-3,121,060
-100% -$138M ﹤0.01% 91
2023
Q3 		$128M Buy
3,122,560
+514,765
+20% +$22.6M 3.49% 12
2023
Q2 		$120M Sell
2,607,795
-3,475,686
-57% -$163M 2.11% 19
2023
Q1 		$285M Buy
6,083,481
+346,287
+6% +$17M 6.24% 7
2022
Q4 		$259M Buy
5,737,194
+3,864,040
+206% +$176M 10.38% 3
2022
Q3 		$79.4M Sell
1,873,154
-6,943,132
-79% -$343M 1.95% 14
2022
Q2 		$405M Buy
8,816,286
+8,789,386
+32,674% +$440M 6.07% 7
2022
Q1 		$1.44M Sell
26,900
-2,489,000
-99% -$154M 0.01% 135
2021
Q4 		$152M Buy
+2,515,900
New +$167M 1.3% 13
2021
Q3 		– Sell
-90
Closed -$6K – 528
2021
Q2 		$6K Buy
+90
New +$6.66K ﹤0.01% 585
2020
Q2 		– Sell
-12
Closed -$1K – 372
2020
Q1 		$1K Hold
12
– – ﹤0.01% 390
2019
Q4 		$1K Buy
12
+8
+200% +$591 ﹤0.01% 424
2019
Q3 		$0 Buy
+4
New +$272 ﹤0.01% 428

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Altshuler Shaham's C Position: Q1 2025 in Review

Altshuler Shaham sold out of Citigroup (C) in Q1 2025, closing a stake of 1,500 shares — an estimated $106K sold.

Altshuler Shaham first reported a position in C in Q3 2019 and held it in 17 quarters. The position peaked at $405M in Q2 2022. 2,024 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Altshuler Shaham reported no remaining Citigroup position as of Q1 2025 after selling out during the quarter.
  • Altshuler Shaham sold 1,500 Citigroup shares in Q1 2025, an estimated $106K.
  • Altshuler Shaham first reported a position in Citigroup in Q3 2019 and held it in 17 quarters.
  • Altshuler Shaham's Citigroup position peaked at $405M in Q2 2022.
  • 2,024 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Altshuler Shaham's 13F filing for Q1 2025, filed 15 May 2025.