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Caldwell Investment Management »

Citigroup shares owned by Caldwell Investment Management

Quarter-by-quarter ownership of Citigroup (C) shares owned by Caldwell Investment Management from 13F filings

Historical chart of Caldwell Investment Management investment in Citigroup

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All positions including Citigroup held by Caldwell Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by Caldwell Investment Management

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$8.1M	75k	107.40

More positions owned by Caldwell Investment Management

Morgan Stanley Com New (MS)

CBOE Holdings (CBOE)

Miami Intl Hldgs (MIAX)

Bank of America Corporation (BAC)

Intercontinental Exchange (ICE)

Enerflex (EFXT)

Citigroup Com New (C)

Cenovus Energy (CVE)

Sprott Com New (SII)

Kinross Gold Corp (KGC)

Cameco Corporation (CCJ)

Electrovaya Com New (ELVA)

L3harris Technologies (LHX)

View all positions for Caldwell Investment Management

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