UniSuper Management’s Citigroup C Stock Holding History

UniSuper 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 Q1	$148M	Sell	1,300,712 -6,139	-0.5%	-$699K	0.96%	16
2025 Q4	$152M	Buy	1,306,851 +365,041	+39%	+$37.9M	0.91%	19
2025 Q3	$95.6M	Sell	941,810 -140,365	-13%	-$13.3M	0.59%	28
2025 Q2	$92.1M	Sell	1,082,175 -57,248	-5%	-$4.14M	0.62%	27
2025 Q1	$80.9M	Buy	1,139,423 +13,705	+1%	+$1.05M	0.6%	25
2024 Q4	$79.2M	Buy	1,125,718 +163,442	+17%	+$11M	0.57%	33
2024 Q3	$60.2M	Sell	962,276 -520,425	-35%	-$32.2M	0.45%	47
2024 Q2	$94.1M	Buy	1,482,701 +89,410	+6%	+$5.51M	0.78%	24
2024 Q1	$88.1M	Buy	1,393,291 +841,987	+153%	+$46.9M	0.84%	25
2023 Q4	$28.4M	Buy	551,304 +118,471	+27%	+$5.24M	0.31%	77
2023 Q3	$17.8M	Hold	432,833	–	–	0.22%	94
2023 Q2	$19.9M	Buy	+432,833	New	+$20.3M	0.23%	92

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UniSuper Management's C Position: Q1 2026 in Review

UniSuper Management reduced its Citigroup (C) stake by 0.47% in Q1 2026, selling an estimated $699K and leaving 1,300,712 shares worth $148M. The position accounts for 0.96% of the portfolio, ranked #16.

UniSuper Management first reported a position in C in Q2 2023 and has held it in 12 quarters since. The position peaked at $152M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

UniSuper Management held 1,300,712 shares of Citigroup worth $148M as of Q1 2026.
UniSuper Management sold 6,139 Citigroup shares in Q1 2026, an estimated $699K.
Citigroup made up 0.96% of UniSuper Management's portfolio in Q1 2026, its #16 holding.
UniSuper Management first reported a position in Citigroup in Q2 2023 and has held it in 12 quarters since.
UniSuper Management's Citigroup position peaked at $152M in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on UniSuper Management's 13F filing for Q1 2026, filed 11 May 2026.