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Investment House LLC’s Citigroup C Stock Holding History

Investment House LLC’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
-28,372
Closed -$2M – 216
2024
Q4 		$2M Buy
+28,372
New +$1.91M 0.11% 114
2018
Q1 		– Sell
-17,052
Closed -$1.27M – 186
2017
Q4 		$1.27M Buy
17,052
+1
+0% +$74 0.15% 101
2017
Q3 		$1.24M Sell
17,051
-5,394
-24% -$368K 0.16% 97
2017
Q2 		$1.5M Buy
+22,445
New +$1.38M 0.2% 97

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

Investment House LLC's C Position: Q1 2025 in Review

Investment House LLC sold out of Citigroup (C) in Q1 2025, closing a stake of 28,372 shares — an estimated $2M sold.

Investment House LLC first reported a position in C in Q2 2017 and held it in 4 quarters. The position peaked at $2M in Q4 2024. 2,023 funds tracked by Wall St. Rank hold C as of Q1 2025.

  • Investment House LLC reported no remaining Citigroup position as of Q1 2025 after selling out during the quarter.
  • Investment House LLC sold 28,372 Citigroup shares in Q1 2025, an estimated $2M.
  • Investment House LLC first reported a position in Citigroup in Q2 2017 and held it in 4 quarters.
  • Investment House LLC's Citigroup position peaked at $2M in Q4 2024.
  • 2,023 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Investment House LLC's 13F filing for Q1 2025, filed 8 May 2025.