Shulman DeMeo Asset Management’s Citigroup C Stock Holding History

Shulman DeMeo Asset 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
2026 Q2	$571K	Sell	4,083 -20	-0.5%	-$2.6K	0.11%	68
2026 Q1	$465K	Buy	+4,103	New	+$467K	0.1%	74
2021 Q2	–	Sell	-3,036	Closed	-$221K	–	75
2021 Q1	$221K	Buy	+3,036	New	+$203K	0.06%	123

Other funds holding C

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return