Tortoise Investment Management’s Citigroup C Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-396	Closed	-$40.2K	–	406
2025 Q3	$40.2K	Buy	396 +30	+8%	+$2.85K	﹤0.01%	426
2025 Q2	$31.2K	Buy	366 +87	+31%	+$6.29K	﹤0.01%	450
2025 Q1	$19.8K	Sell	279 -150	-35%	-$11.4K	﹤0.01%	499
2024 Q4	$30.2K	Hold	429	–	–	﹤0.01%	495
2024 Q3	$26.9K	Hold	429	–	–	﹤0.01%	514
2024 Q2	$27.2K	Hold	429	–	–	﹤0.01%	485
2024 Q1	$27.1K	Hold	429	–	–	﹤0.01%	468
2023 Q4	$22.1K	Hold	429	–	–	﹤0.01%	468
2023 Q3	$17.6K	Sell	429 -2	-0.5%	-$88	﹤0.01%	475
2023 Q2	$19.9K	Hold	431	–	–	﹤0.01%	466
2023 Q1	$20.2K	Hold	431	–	–	﹤0.01%	458
2022 Q4	$19.5K	Hold	431	–	–	﹤0.01%	460
2022 Q3	$18K	Sell	431 -14	-3%	-$692	﹤0.01%	457
2022 Q2	$20K	Buy	445 +24	+6%	+$1.2K	﹤0.01%	427
2022 Q1	$22K	Hold	421	–	–	﹤0.01%	413
2021 Q4	$25K	Sell	421 -5	-1%	-$332	﹤0.01%	374
2021 Q3	$30K	Buy	426 +5	+1%	+$350	0.01%	329
2021 Q2	$30K	Hold	421	–	–	0.01%	327
2021 Q1	$31K	Buy	421 +16	+4%	+$1.07K	0.01%	302
2020 Q4	$25K	Buy	405 +26	+7%	+$1.32K	0.01%	304
2020 Q3	$16K	Sell	379 -100	-21%	-$4.98K	﹤0.01%	328
2020 Q2	$24K	Sell	479 -512	-52%	-$24.3K	0.01%	279
2020 Q1	$42K	Buy	991 +152	+18%	+$10.2K	0.01%	235
2019 Q4	$67K	Hold	839	–	–	0.02%	218
2019 Q3	$58K	Hold	839	–	–	0.02%	226
2019 Q2	$59K	Buy	839 +45	+6%	+$3.01K	0.01%	235
2019 Q1	$49K	Sell	794 -10	-1%	-$621	0.01%	252
2018 Q4	$42K	Sell	804 -200	-20%	-$12.7K	0.01%	249
2018 Q3	$72K	Hold	1,004	–	–	0.02%	212
2018 Q2	$67K	Buy	1,004 +200	+25%	+$13.8K	0.02%	215
2018 Q1	$54K	Hold	804	–	–	0.01%	231
2017 Q4	$60K	Sell	804 -333	-29%	-$24.6K	0.02%	221
2017 Q3	$83K	Hold	1,137	–	–	0.03%	193
2017 Q2	$76K	Hold	1,137	–	–	0.02%	179
2017 Q1	$68K	Sell	1,137 -500	-31%	-$29.6K	0.02%	176
2016 Q4	$97K	Buy	1,637 +500	+44%	+$27K	0.03%	148
2016 Q3	$54K	Hold	1,137	–	–	0.02%	187
2016 Q2	$48K	Hold	1,137	–	–	0.02%	200
2016 Q1	$47K	Sell	1,137 -167	-13%	-$6.98K	0.02%	200
2015 Q4	$67K	Buy	1,304 +167	+15%	+$8.86K	0.02%	184
2015 Q3	$56K	Hold	1,137	–	–	0.02%	193
2015 Q2	$63K	Hold	1,137	–	–	0.02%	191
2015 Q1	$59K	Sell	1,137 -71	-6%	-$3.62K	0.02%	194
2014 Q4	$65K	Buy	1,208 +163	+16%	+$8.65K	0.03%	188
2014 Q3	$54K	Sell	1,045 -72	-6%	-$3.62K	0.02%	201
2014 Q2	$53K	Buy	1,117 +102	+10%	+$4.85K	0.02%	207
2014 Q1	$48K	Hold	1,015	–	–	0.02%	196
2013 Q4	$53K	Hold	1,015	–	–	0.03%	174
2013 Q3	$49K	Hold	1,015	–	–	0.03%	152
2013 Q2	$49K	Buy	+1,015	New	+$48.8K	0.03%	147

Other funds holding C

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Investment Management's C Position: Q4 2025 in Review

Tortoise Investment Management sold out of Citigroup (C) in Q4 2025, closing a stake of 396 shares — an estimated $40.2K sold.

Tortoise Investment Management first reported a position in C in Q2 2013 and held it in 50 quarters. The position peaked at $97K in Q4 2016. 2,459 funds tracked by Wall St. Rank hold C as of Q4 2025.

Tortoise Investment Management reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 396 Citigroup shares in Q4 2025, an estimated $40.2K.
Tortoise Investment Management first reported a position in Citigroup in Q2 2013 and held it in 50 quarters.
Tortoise Investment Management's Citigroup position peaked at $97K in Q4 2016.
2,459 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.