Parnassus Investments
C icon

Parnassus Investments’s Citigroup C Stock Holding History

Parnassus Investments’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
2026
Q1 		$112M Sell
989,158
-15
-0% -$1.71K 0.33% 49
2025
Q4 		$115M Sell
989,173
-45,769
-4% -$4.75M 0.3% 48
2025
Q3 		$105M Buy
1,034,942
+13,573
+1% +$1.29M 0.24% 55
2025
Q2 		$86.9M Sell
1,021,369
-231,067
-18% -$16.7M 0.2% 65
2025
Q1 		$88.9M Sell
1,252,436
-473,251
-27% -$36.1M 0.21% 69
2024
Q4 		$121M Hold
1,725,687
– – 0.27% 53
2024
Q3 		$108M Sell
1,725,687
-196,400
-10% -$12.1M 0.23% 60
2024
Q2 		$122M Hold
1,922,087
– – 0.27% 51
2024
Q1 		$122M Hold
1,922,087
– – 0.26% 55
2023
Q4 		$98.9M Hold
1,922,087
– – 0.22% 81
2023
Q3 		$79.1M Hold
1,922,087
– – 0.19% 90
2023
Q2 		$88.5M Hold
1,922,087
– – 0.21% 85
2023
Q1 		$90.1M Buy
1,922,087
+419,534
+28% +$20.6M 0.22% 82
2022
Q4 		$68M Buy
+1,502,553
New +$68.3M 0.17% 92

Other funds holding C

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return