Joel Greenblatt's C Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 54,553 shares of Citigroup Inc. (C) worth $5.54 M, representing 0.02% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 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 2020, reducing 40,554 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +5,585 | New Buy | 5,585 | $52.10 |
| Q1 2014 | -5,585 | Sold Out | 5,585 | $0.00 |
| Q2 2014 | +7,903 | New Buy | 7,903 | $47.07 |
| Q3 2014 | -7,903 | Sold Out | 7,903 | $0.00 |
| Q3 2015 | +48,544 | New Buy | 48,544 | $49.60 |
| Q4 2015 | -838 | Reduce 1.73% | 47,706 | $51.75 |
| Q1 2016 | -39,603 | Reduce 83.01% | 8,103 | $41.71 |
| Q2 2016 | -8,103 | Sold Out | 8,103 | $0.00 |
| Q3 2016 | +28,817 | New Buy | 28,817 | $47.23 |
| Q4 2016 | -19,723 | Reduce 68.44% | 9,094 | $59.38 |
| Q1 2017 | -1,529 | Reduce 16.81% | 7,565 | $59.88 |
| Q2 2017 | +7,007 | Add 92.62% | 14,572 | $66.91 |
| Q3 2017 | +10,935 | Add 75.04% | 25,507 | $72.73 |
| Q4 2017 | -6,397 | Reduce 25.08% | 19,110 | $74.41 |
| Q1 2018 | +33,379 | Add 174.67% | 52,489 | $67.50 |
| Q2 2018 | -52,489 | Sold Out | 52,489 | $0.00 |
| Q4 2018 | +47,328 | New Buy | 47,328 | $52.06 |
| Q1 2019 | +78,616 | Add 166.11% | 125,944 | $62.22 |
| Q2 2019 | -6,615 | Reduce 5.25% | 119,329 | $70.03 |
| Q3 2019 | -17,661 | Reduce 14.80% | 101,668 | $69.08 |
| Q4 2019 | -7,168 | Reduce 7.05% | 94,500 | $79.89 |
| Q1 2020 | -22,193 | Reduce 23.48% | 72,307 | $42.13 |
| Q2 2020 | -40,554 | Reduce 56.09% | 31,753 | $51.11 |
| Q3 2020 | +13,724 | Add 43.22% | 45,477 | $43.12 |
| Q4 2020 | -8,130 | Reduce 17.88% | 37,347 | $61.66 |
| Q1 2021 | -12,566 | Reduce 33.65% | 24,781 | $72.76 |
| Q2 2021 | -2,936 | Reduce 11.85% | 21,845 | $70.77 |
| Q3 2021 | +4,312 | Add 19.74% | 26,157 | $70.19 |
| Q4 2021 | -5,289 | Reduce 20.22% | 20,868 | $60.38 |
| Q1 2022 | +1,173 | Add 5.62% | 22,041 | $53.40 |
| Q2 2022 | +18,603 | Add 84.40% | 40,644 | $45.98 |
| Q3 2022 | +14,221 | Add 34.99% | 54,865 | $41.67 |
| Q4 2022 | +1,342 | Add 2.45% | 56,207 | $45.23 |
| Q1 2023 | -34,670 | Reduce 61.68% | 21,537 | $46.89 |
| Q2 2023 | -3,873 | Reduce 17.98% | 17,664 | $46.04 |
| Q3 2023 | -1,908 | Reduce 10.80% | 15,756 | $41.13 |
| Q4 2023 | +543 | Add 3.45% | 16,299 | $51.44 |
| Q1 2024 | +14,880 | Add 91.29% | 31,179 | $63.24 |
| Q2 2024 | +7,748 | Add 24.85% | 38,927 | $63.46 |
| Q3 2024 | +8,499 | Add 21.83% | 47,426 | $62.60 |
| Q4 2024 | +344 | Add 0.73% | 47,770 | $70.39 |
| Q1 2025 | +1,733 | Add 3.63% | 49,503 | $70.99 |
| Q2 2025 | +2,007 | Add 4.05% | 51,510 | $85.12 |
| Q3 2025 | +3,043 | Add 5.91% | 54,553 | $101.50 |
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 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Citigroup Inc. (C) was in Q1 2019, adding 125,944 shares worth $7.84 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 54,553 shares of Citigroup Inc. (C), valued at approximately $5.54 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Citigroup Inc. (C) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Citigroup Inc. (C) was 125,944 shares, as reported at the end of Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.