USS Investment Management’s Citigroup C Stock Holding History

USS 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
2026 Q1	$34.8M	Buy	306,651 +4,962	+2%	+$565K	0.14%	83
2025 Q4	$35.2M	Sell	301,689 -213	-0.1%	-$22.1K	0.16%	75
2025 Q3	$30.6M	Hold	301,902	–	–	0.14%	81
2025 Q2	$25.7M	Buy	301,902 +4,394	+1%	+$318K	0.15%	85
2025 Q1	$21.1M	Buy	297,508 +4	+0%	+$305	0.15%	99
2024 Q4	$20.9M	Sell	297,504 -12,606	-4%	-$850K	0.15%	115
2024 Q3	$19.4M	Sell	310,110 -6,015	-2%	-$372K	0.14%	126
2024 Q2	$20.1M	Buy	316,125 +6,218	+2%	+$383K	0.16%	108
2024 Q1	$19.6M	Buy	309,907 +8,370	+3%	+$466K	0.16%	115
2023 Q4	$15.5M	Sell	301,537 -23,594	-7%	-$1.04M	0.14%	126
2023 Q3	$13.4M	Buy	325,131 +9,949	+3%	+$437K	0.14%	137
2023 Q2	$14.5M	Buy	315,182 +6,690	+2%	+$313K	0.17%	130
2023 Q1	$14.5M	Buy	308,492 +2,579	+0.8%	+$127K	0.2%	116
2022 Q4	$13.8M	Sell	305,913 -33,500	-10%	-$1.52M	0.19%	116
2022 Q3	$14.1M	Sell	339,413 -146,795	-30%	-$7.25M	0.21%	106
2022 Q2	$22.4M	Sell	486,208 -39,065	-7%	-$1.95M	0.22%	97
2022 Q1	$28M	Buy	525,273 +4,442	+0.9%	+$274K	0.23%	91
2021 Q4	$31.4M	Hold	520,831	–	–	0.24%	94
2021 Q3	$36.5M	Buy	520,831 +457,389	+721%	+$32M	0.31%	74
2021 Q2	$4.49M	Hold	63,442	–	–	0.04%	282
2021 Q1	$4.62M	Hold	63,442	–	–	0.04%	258
2020 Q4	$3.91M	Sell	63,442 -36,100	-36%	-$1.84M	0.04%	265
2020 Q3	$4.29M	Buy	99,542 +13,591	+16%	+$677K	0.04%	238
2020 Q2	$4.39M	Buy	+85,951	New	+$4.08M	0.05%	220
2018 Q4	–	Sell	-1,599,094	Closed	-$115M	–	109
2018 Q3	$115M	Sell	1,599,094 -1,850,906	-54%	-$131M	1.15%	39
2018 Q2	$231M	Hold	3,450,000	–	–	2.52%	11
2018 Q1	$236M	Hold	3,450,000	–	–	2.61%	10
2017 Q4	$257M	Hold	3,450,000	–	–	2.99%	8
2017 Q3	$251M	Buy	3,450,000 +990,000	+40%	+$67.6M	1.94%	6
2017 Q2	$165M	Hold	2,460,000	–	–	1.54%	12
2017 Q1	$147M	Hold	2,460,000	–	–	2.03%	13
2016 Q4	$146M	Hold	2,460,000	–	–	2.24%	12
2016 Q3	$116M	Hold	2,460,000	–	–	1.79%	22
2016 Q2	$104M	Hold	2,460,000	–	–	1.82%	18
2016 Q1	$103M	Hold	2,460,000	–	–	1.73%	21
2015 Q4	$127M	Hold	2,460,000	–	–	2.1%	10
2015 Q3	$122M	Hold	2,460,000	–	–	2.17%	13
2015 Q2	$136M	Hold	2,460,000	–	–	2.16%	7
2015 Q1	$127M	Hold	2,460,000	–	–	2.07%	10
2014 Q4	$133M	Hold	2,460,000	–	–	2.19%	8
2014 Q3	$127M	Hold	2,460,000	–	–	2.24%	7
2014 Q2	$116M	Hold	2,460,000	–	–	1.99%	9
2014 Q1	$117M	Hold	2,460,000	–	–	2.12%	8
2013 Q4	$131M	Hold	2,460,000	–	–	2.52%	6
2013 Q3	$119M	Hold	2,460,000	–	–	2.23%	5
2013 Q2	$118M	Buy	+2,460,000	New	+$118M	2.52%	3

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

USS Investment Management's C Position: Q1 2026 in Review

USS Investment Management increased its Citigroup (C) stake by 1.6% in Q1 2026, buying an estimated $565K and bringing the position to 306,651 shares worth $34.8M. The position accounts for 0.14% of the portfolio, ranked #83.

USS Investment Management first reported a position in C in Q2 2013 and has held it in 46 quarters since. The position peaked at $257M in Q4 2017. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

USS Investment Management held 306,651 shares of Citigroup worth $34.8M as of Q1 2026.
USS Investment Management bought 4,962 Citigroup shares in Q1 2026, an estimated $565K.
Citigroup made up 0.14% of USS Investment Management's portfolio in Q1 2026, its #83 holding.
USS Investment Management first reported a position in Citigroup in Q2 2013 and has held it in 46 quarters since.
USS Investment Management's Citigroup position peaked at $257M in Q4 2017.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on USS Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.