Aperture Investors’s Citigroup C Stock Holding History

Aperture Investors’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	-147,000	Closed	-$10.3M	–	83
2024 Q4	$10.3M	Buy	+147,000	New	+$9.91M	1.3%	29

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aperture Investors's C Position: Q3 2022 in Review

Aperture Investors sold out of Citigroup (C) in Q3 2022, closing a stake of 7,000 shares — an estimated $322K sold.

Aperture Investors first reported a position in C in Q4 2020 and held it in 2 quarters. The position peaked at $1.19M in Q4 2020. 1,606 funds tracked by Wall St. Rank hold C as of Q3 2022.

Aperture Investors reported no remaining Citigroup position as of Q3 2022 after selling out during the quarter.
Aperture Investors sold 7,000 Citigroup shares in Q3 2022, an estimated $322K.
Aperture Investors first reported a position in Citigroup in Q4 2020 and held it in 2 quarters.
Aperture Investors's Citigroup position peaked at $1.19M in Q4 2020.
1,606 funds tracked by Wall St. Rank held Citigroup as of Q3 2022.

Based on Aperture Investors's 13F filing for Q3 2022, filed 14 Nov 2022.