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Joel Greenblatt’s C Holdings & Trades

First Buy
Q4 2013
Duration Held
45 Quarters
Largest Add
Q1 2019
+78,616 Shares
Current Position
54,321 Shares
$6.34 M Value

Joel Greenblatt's C Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 54,321 shares of Citigroup Inc. (C) worth $6.34 M, representing 0.02% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 45 quarters.

Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in C, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2019, adding 78,616 shares. Largest reduction occurred in Q2 2018, reducing 52,489 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Citigroup (C) Holding Value Over Time

Track share changes against reported price movement

Quarterly Citigroup (C) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -232 Reduce 0.43% 54,321 $116.69
Q3 2025 +3,043 Add 5.91% 54,553 $101.50
Q2 2025 +2,007 Add 4.05% 51,510 $85.12
Q1 2025 +1,733 Add 3.63% 49,503 $70.99
Q4 2024 +344 Add 0.73% 47,770 $70.39
Q3 2024 +8,499 Add 21.83% 47,426 $62.60
Q2 2024 +7,748 Add 24.85% 38,927 $63.46
Q1 2024 +14,880 Add 91.29% 31,179 $63.24
Q4 2023 +543 Add 3.45% 16,299 $51.44
Q3 2023 -1,908 Reduce 10.80% 15,756 $41.13
Q2 2023 -3,873 Reduce 17.98% 17,664 $46.04
Q1 2023 -34,670 Reduce 61.68% 21,537 $46.89
Q4 2022 +1,342 Add 2.45% 56,207 $45.23
Q3 2022 +14,221 Add 34.99% 54,865 $41.67
Q2 2022 +18,603 Add 84.40% 40,644 $45.98
Q1 2022 +1,173 Add 5.62% 22,041 $53.40
Q4 2021 -5,289 Reduce 20.22% 20,868 $60.38
Q3 2021 +4,312 Add 19.74% 26,157 $70.19
Q2 2021 -2,936 Reduce 11.85% 21,845 $70.77
Q1 2021 -12,566 Reduce 33.65% 24,781 $72.76
Q4 2020 -8,130 Reduce 17.88% 37,347 $61.66
Q3 2020 +13,724 Add 43.22% 45,477 $43.12
Q2 2020 -40,554 Reduce 56.09% 31,753 $51.11
Q1 2020 -22,193 Reduce 23.48% 72,307 $42.13
Q4 2019 -7,168 Reduce 7.05% 94,500 $79.89
Q3 2019 -17,661 Reduce 14.80% 101,668 $69.08
Q2 2019 -6,615 Reduce 5.25% 119,329 $70.03
Q1 2019 +78,616 Add 166.11% 125,944 $62.22
Q4 2018 +47,328 New Buy 47,328 $52.06
Q2 2018 -52,489 Sold Out 0 $0.00
Q1 2018 +33,379 Add 174.67% 52,489 $67.50
Q4 2017 -6,397 Reduce 25.08% 19,110 $74.41
Q3 2017 +10,935 Add 75.04% 25,507 $72.73
Q2 2017 +7,007 Add 92.62% 14,572 $66.91
Q1 2017 -1,529 Reduce 16.81% 7,565 $59.88
Q4 2016 -19,723 Reduce 68.44% 9,094 $59.38
Q3 2016 +28,817 New Buy 28,817 $47.23
Q2 2016 -8,103 Sold Out 0 $0.00
Q1 2016 -39,603 Reduce 83.01% 8,103 $41.71
Q4 2015 -838 Reduce 1.73% 47,706 $51.75
Q3 2015 +48,544 New Buy 48,544 $49.60
Q3 2014 -7,903 Sold Out 0 $0.00
Q2 2014 +7,903 New Buy 7,903 $47.07
Q1 2014 -5,585 Sold Out 0 $0.00
Q4 2013 +5,585 New Buy 5,585 $52.10

Joel Greenblatt's Citigroup Investment FAQs

Joel Greenblatt first purchased Citigroup Inc. (C) in Q4 2013, acquiring 5,585 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Citigroup Inc. (C) for 45 quarters since Q4 2013.

Joel Greenblatt's largest addition to Citigroup Inc. (C) was in Q1 2019, adding 125,944 shares worth $7.84 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 54,321 shares of Citigroup Inc. (C), valued at approximately $6.34 M.

As of the Q4 2025 filing, Citigroup Inc. (C) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Citigroup Inc. (C) was 125,944 shares, as reported at the end of Q1 2019.