Citigroup
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Citigroup’s Sotera Health SHC Stock Holding History

Citigroup’s Portfolio SHC Stock Details SHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100,800
Closed -$1.98M – 6267
2022
Q2 		$1.98M Buy
+100,800
New +$2.11M ﹤0.01% 2108
2021
Q4 		– Sell
-93,500
Closed -$2.44M – 6066
2021
Q3 		$2.44M Buy
+93,500
New +$2.26M ﹤0.01% 2370

Other funds holding SHC

Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Citigroup's SHC Position: Q3 2026 in Review

Citigroup reduced its Sotera Health (SHC) stake by 49% in Q3 2026, selling an estimated $1.16M and leaving 65,842 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #3188.

Citigroup first reported a position in SHC in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.29M in Q2 2026. 150 funds tracked by Wall St. Rank hold SHC as of Q3 2026.

  • Citigroup held 65,842 shares of Sotera Health worth $1.22M as of Q3 2026.
  • Citigroup sold 63,067 Sotera Health shares in Q3 2026, an estimated $1.16M.
  • Sotera Health made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #3188 holding.
  • Citigroup first reported a position in Sotera Health in Q4 2020 and has held it in 24 quarters since.
  • Citigroup's Sotera Health position peaked at $2.29M in Q2 2026.
  • 150 funds tracked by Wall St. Rank held Sotera Health as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.