Neo Ivy Capital Management’s Citigroup C Stock Holding History

Neo Ivy 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 Q3	–	Sell	-12,880	Closed	-$1.1M	–	403
2025 Q2	$1.1M	Buy	+12,880	New	+$931K	0.35%	110
2023 Q4	$988K	Buy	+19,206	New	+$850K	2.21%	5
2022 Q4	–	Sell	-535	Closed	-$22K	–	352
2022 Q3	$22K	Buy	+535	New	+$26.4K	0.06%	288
2022 Q2	–	Sell	-1,492	Closed	-$80K	–	421
2022 Q1	$80K	Sell	1,492 -5,117	-77%	-$316K	0.07%	330
2021 Q4	$399K	Buy	+6,609	New	+$439K	0.57%	43
2021 Q1	–	Sell	-4,071	Closed	-$251K	–	485
2020 Q4	$251K	Buy	+4,071	New	+$207K	0.28%	125
2019 Q3	–	Sell	-20,650	Closed	-$1.45M	–	297
2019 Q2	$1.45M	Sell	20,650 -2,512	-11%	-$168K	0.82%	8
2019 Q1	$1.44M	Buy	+23,162	New	+$1.44M	0.82%	11

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neo Ivy Capital Management's C Position: Q3 2025 in Review

Neo Ivy Capital Management sold out of Citigroup (C) in Q3 2025, closing a stake of 12,880 shares — an estimated $1.1M sold.

Neo Ivy Capital Management first reported a position in C in Q1 2019 and held it in 8 quarters. The position peaked at $1.45M in Q2 2019. 2,221 funds tracked by Wall St. Rank hold C as of Q3 2025.

Neo Ivy Capital Management reported no remaining Citigroup position as of Q3 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 12,880 Citigroup shares in Q3 2025, an estimated $1.1M.
Neo Ivy Capital Management first reported a position in Citigroup in Q1 2019 and held it in 8 quarters.
Neo Ivy Capital Management's Citigroup position peaked at $1.45M in Q2 2019.
2,221 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Neo Ivy Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.