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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
2014
Q1 		– Sell
-1,000
Closed -$1K – 355
2013
Q4 		$1K Hold
1,000
– – ﹤0.01% 312
2013
Q3 		$1K Hold
1,000
– – ﹤0.01% 320
2013
Q2 		$3K Buy
+1,000
New +$48.1K ﹤0.01% 310

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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

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. 2,455 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.
  • 2,455 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.