Westchester Capital Management (Nebraska)’s Citigroup C Stock Holding History

Westchester Capital Management (Nebraska)’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 Q1	–	Sell	-10	Closed	-$704	–	40
2024 Q4	$704	Sell	10 -200	-95%	-$13.5K	﹤0.01%	41
2024 Q3	$13.1K	Buy	210 +10	+5%	+$618	﹤0.01%	41
2024 Q2	$12.7K	Sell	200 -73	-27%	-$4.5K	﹤0.01%	41
2024 Q1	$17.3K	Hold	273	–	–	﹤0.01%	41
2023 Q4	$14.1K	Hold	273	–	–	﹤0.01%	43
2023 Q3	$11.2K	Hold	273	–	–	﹤0.01%	44
2023 Q2	$12.6K	Hold	273	–	–	﹤0.01%	43
2023 Q1	$12.8K	Buy	273 +200	+274%	+$9.81K	﹤0.01%	43
2022 Q4	$3.31K	Hold	73	–	–	﹤0.01%	45
2022 Q3	$3K	Hold	73	–	–	﹤0.01%	47
2022 Q2	$3K	Hold	73	–	–	﹤0.01%	50
2022 Q1	$4K	Hold	73	–	–	﹤0.01%	48
2021 Q4	$4K	Hold	73	–	–	﹤0.01%	46
2021 Q3	$5K	Hold	73	–	–	﹤0.01%	44
2021 Q2	$5K	Hold	73	–	–	﹤0.01%	44
2021 Q1	$5K	Hold	73	–	–	﹤0.01%	47
2020 Q4	$5K	Hold	73	–	–	﹤0.01%	46
2020 Q3	$3K	Hold	73	–	–	﹤0.01%	41
2020 Q2	$4K	Hold	73	–	–	﹤0.01%	39
2020 Q1	$3K	Hold	73	–	–	﹤0.01%	45
2019 Q4	$6K	Buy	+73	New	+$5.39K	﹤0.01%	41

Other funds holding C

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

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Westchester Capital Management (Nebraska)'s C Position: Q1 2025 in Review

Westchester Capital Management (Nebraska) sold out of Citigroup (C) in Q1 2025, closing a stake of 10 shares — an estimated $704 sold.

Westchester Capital Management (Nebraska) first reported a position in C in Q4 2019 and held it in 21 quarters. The position peaked at $17.3K in Q1 2024. 2,023 funds tracked by Wall St. Rank hold C as of Q1 2025.

Westchester Capital Management (Nebraska) reported no remaining Citigroup position as of Q1 2025 after selling out during the quarter.
Westchester Capital Management (Nebraska) sold 10 Citigroup shares in Q1 2025, an estimated $704.
Westchester Capital Management (Nebraska) first reported a position in Citigroup in Q4 2019 and held it in 21 quarters.
Westchester Capital Management (Nebraska)'s Citigroup position peaked at $17.3K in Q1 2024.
2,023 funds tracked by Wall St. Rank held Citigroup as of Q1 2025.

Based on Westchester Capital Management (Nebraska)'s 13F filing for Q1 2025, filed 9 May 2025.