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
2026 Q2	–	Sell	-9,500	Closed	-$11.3M	–	496
2026 Q1	$11.3M	Buy	+9,500	New	+$1.08M	0.2%	46

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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.