ZIG
C icon

Zuckerman Investment Group’s Citigroup C Stock Holding History

Zuckerman Investment Group’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
Q2 		– Sell
-16,000
Closed -$1.14M – 156
2025
Q1 		$1.14M Hold
16,000
– – 0.12% 74
2024
Q4 		$1.27M Sell
16,000
-462
-3% -$31.1K 0.12% 75
2024
Q3 		$1.03M Buy
16,462
+12
+0.1% +$742 0.11% 74
2024
Q2 		$1.04M Buy
16,450
+450
+3% +$27.7K 0.12% 71
2024
Q1 		$1.01M Hold
16,000
– – 0.11% 69
2023
Q4 		$823K Hold
16,000
– – 0.11% 74
2023
Q3 		$658K Hold
16,000
– – 0.09% 68
2023
Q2 		$737K Sell
16,000
-89,082
-85% -$4.17M 0.11% 67
2023
Q1 		$4.93M Sell
105,082
-9,879
-9% -$485K 0.75% 43
2022
Q4 		$5.2M Buy
114,961
+11,749
+11% +$534K 0.82% 43
2022
Q3 		$4.3M Buy
103,212
+1,029
+1% +$50.8K 0.81% 41
2022
Q2 		$4.7M Sell
102,183
-4,694
-4% -$235K 0.85% 41
2022
Q1 		$5.71M Sell
106,877
-567
-0.5% -$35K 0.92% 38
2021
Q4 		$6.49M Buy
107,444
+1,736
+2% +$115K 1.01% 41
2021
Q3 		$7.42M Sell
105,708
-1,035
-1% -$72.3K 1.23% 35
2021
Q2 		$7.55M Sell
106,743
-4,462
-4% -$330K 1.19% 36
2021
Q1 		$8.09M Buy
111,205
+465
+0.4% +$31K 1.33% 31
2020
Q4 		$6.83M Buy
110,740
+7,070
+7% +$359K 1.26% 34
2020
Q3 		$4.47M Buy
103,670
+90,108
+664% +$4.49M 0.99% 37
2020
Q2 		$693K Buy
13,562
+1,100
+9% +$52.2K 0.16% 49
2020
Q1 		$525K Hold
12,462
– – 0.15% 49
2019
Q4 		$996K Sell
12,462
-3,000
-19% -$222K 0.21% 40
2019
Q3 		$1.07M Buy
15,462
+77
+0.5% +$5.24K 0.25% 37
2019
Q2 		$1.08M Hold
15,385
– – 0.24% 37
2019
Q1 		$957K Hold
15,385
– – 0.23% 37
2018
Q4 		$801K Hold
15,385
– – 0.22% 36
2018
Q3 		$1.1M Buy
15,385
+385
+3% +$27.2K 0.24% 36
2018
Q2 		$1M Hold
15,000
– – 0.24% 34
2018
Q1 		$1.01M Buy
+15,000
New +$1.13M 0.26% 34

Other funds holding C

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Zuckerman Investment Group's C Position: Q2 2025 in Review

Zuckerman Investment Group sold out of Citigroup (C) in Q2 2025, closing a stake of 16,000 shares — an estimated $1.14M sold.

Zuckerman Investment Group first reported a position in C in Q1 2018 and held it in 29 quarters. The position peaked at $8.09M in Q1 2021. 2,061 funds tracked by Wall St. Rank hold C as of Q2 2025.

  • Zuckerman Investment Group reported no remaining Citigroup position as of Q2 2025 after selling out during the quarter.
  • Zuckerman Investment Group sold 16,000 Citigroup shares in Q2 2025, an estimated $1.14M.
  • Zuckerman Investment Group first reported a position in Citigroup in Q1 2018 and held it in 29 quarters.
  • Zuckerman Investment Group's Citigroup position peaked at $8.09M in Q1 2021.
  • 2,061 funds tracked by Wall St. Rank held Citigroup as of Q2 2025.

Based on Zuckerman Investment Group's 13F filing for Q2 2025, filed 15 Aug 2025.