SXL
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Summit X LLC’s Citigroup C Stock Holding History

Summit X 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
Q3 		– Sell
-18,532
Closed -$1.58M – 33
2025
Q2 		$1.58M Buy
18,532
+690
+4% +$49.9K 0.29% 65
2025
Q1 		$1.27M Sell
17,842
-422
-2% -$32.2K 0.27% 73
2024
Q4 		$1.29M Sell
18,264
-44
-0.2% -$2.97K 0.29% 70
2024
Q3 		$1.16M Sell
18,308
-3,586
-16% -$222K 0.28% 72
2024
Q2 		$1.4M Buy
21,894
+3,197
+17% +$197K 0.31% 69
2024
Q1 		$1.18M Buy
18,697
+2,471
+15% +$138K 0.3% 69
2023
Q4 		$835K Sell
16,226
-11,164
-41% -$494K 0.24% 85
2023
Q3 		$1.13M Sell
27,390
-5,038
-16% -$221K 0.36% 61
2023
Q2 		$1.49M Buy
32,428
+5,217
+19% +$244K 0.36% 54
2023
Q1 		$1.28M Sell
27,211
-7,466
-22% -$366K 0.33% 59
2022
Q4 		$1.59M Sell
34,677
-830
-2% -$37.7K 0.46% 49
2022
Q3 		$1.49M Buy
35,507
+827
+2% +$40.9K 0.44% 51
2022
Q2 		$1.59M Buy
34,680
+61
+0.2% +$3.05K 0.46% 49
2022
Q1 		$1.86M Buy
34,619
+771
+2% +$47.6K 0.46% 48
2021
Q4 		$2.05M Buy
33,848
+1,740
+5% +$116K 0.48% 45
2021
Q3 		$2.25M Buy
32,108
+1,165
+4% +$81.4K 0.57% 41
2021
Q2 		$2.19M Buy
30,943
+579
+2% +$42.8K 0.55% 45
2021
Q1 		$2.21M Sell
30,364
-1,028
-3% -$68.6K 0.61% 38
2020
Q4 		$1.94M Buy
+31,392
New +$1.6M 0.57% 40
2020
Q2 		$2.42M Buy
47,354
+3,927
+9% +$186K 0.89% 31
2020
Q1 		$1.83M Buy
+43,427
New +$2.92M 0.85% 34

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit X LLC's C Position: Q3 2025 in Review

Summit X LLC sold out of Citigroup (C) in Q3 2025, closing a stake of 18,532 shares — an estimated $1.58M sold.

Summit X LLC first reported a position in C in Q1 2020 and held it in 21 quarters. The position peaked at $2.42M in Q2 2020. 2,219 funds tracked by Wall St. Rank hold C as of Q3 2025.

  • Summit X LLC reported no remaining Citigroup position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 18,532 Citigroup shares in Q3 2025, an estimated $1.58M.
  • Summit X LLC first reported a position in Citigroup in Q1 2020 and held it in 21 quarters.
  • Summit X LLC's Citigroup position peaked at $2.42M in Q2 2020.
  • 2,219 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.