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Harvey Capital Management’s Citigroup C Stock Holding History

Harvey Capital Management’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
-12,700
Closed -$894K – 79
2024
Q4 		$894K Buy
+12,700
New +$856K 0.21% 56
2020
Q3 		– Sell
-23,200
Closed -$1.19M – 78
2020
Q2 		$1.19M Hold
23,200
– – 0.59% 39
2020
Q1 		$977K Sell
23,200
-77,130
-77% -$5.18M 0.66% 34
2019
Q4 		$8.02M Hold
100,330
– – 3.56% 8
2019
Q3 		$6.93M Sell
100,330
-950
-0.9% -$64.6K 3.44% 7
2019
Q2 		$7.09M Sell
101,280
-3,400
-3% -$228K 3.41% 7
2019
Q1 		$6.51M Sell
104,680
-4,050
-4% -$252K 3.13% 7
2018
Q4 		$5.66M Sell
108,730
-28,420
-21% -$1.8M 3.01% 8
2018
Q3 		$9.84M Buy
137,150
+2,700
+2% +$191K 3.92% 7
2018
Q2 		$9M Buy
134,450
+9,505
+8% +$654K 3.57% 6
2018
Q1 		$8.43M Sell
124,945
-1,000
-0.8% -$75.2K 3.16% 6
2017
Q4 		$9.37M Buy
125,945
+1,310
+1% +$96.9K 3.4% 7
2017
Q3 		$9.06M Buy
124,635
+40,195
+48% +$2.74M 3.66% 7
2017
Q2 		$5.65M Buy
84,440
+8,000
+10% +$491K 2.42% 18
2017
Q1 		$4.57M Buy
76,440
+68,239
+832% +$4.04M 2.05% 20
2016
Q4 		$487K Buy
+8,201
New +$442K 0.23% 56

Other funds holding C

BlackRock
BlackRock New York $5.72T 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
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harvey Capital Management's C Position: Q1 2025 in Review

Harvey Capital Management sold out of Citigroup (C) in Q1 2025, closing a stake of 12,700 shares — an estimated $894K sold.

Harvey Capital Management first reported a position in C in Q4 2016 and held it in 16 quarters. The position peaked at $9.84M in Q3 2018. 2,023 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Harvey Capital Management reported no remaining Citigroup position as of Q1 2025 after selling out during the quarter.
  • Harvey Capital Management sold 12,700 Citigroup shares in Q1 2025, an estimated $894K.
  • Harvey Capital Management first reported a position in Citigroup in Q4 2016 and held it in 16 quarters.
  • Harvey Capital Management's Citigroup position peaked at $9.84M in Q3 2018.
  • 2,023 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Harvey Capital Management's 13F filing for Q1 2025, filed 30 Apr 2025.