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
2017 Q3	–	Sell	-260	Closed	-$447K	–	188
2017 Q2	$447K	Buy	+260	New	+$15.9K	0.06%	147

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

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. 2,024 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.
2,024 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.