CITIGROUP INC SMC — SUMMIT MIDSTREAM CORPORATION

Ownership history in CITIGROUP INC  ·  7 quarters on record

AI Ownership Summary

CITIGROUP INC reported SUMMIT MIDSTREAM CORPORATION (SMC) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows SMC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITIGROUP INC's position in SUMMIT MIDSTREAM CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SMC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SMC stock page CITIGROUP INC fund profile CITIGROUP INC full holdings
How CITIGROUP INC held SMC — position size vs. price
% of Fund (quarterly)    SMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 21,777 +17,346 +391.5% 0.00% $659K 2026-05-11 $29.82
2025 Q4 ADDED — — — 4,431 +4,121 +1329.4% 0.00% $118K 2026-02-13 $29.11
2025 Q3 REDUCED 91.1% +31.1% ❌ 310 -3,163 -91.1% 0.00% $6K 2025-11-10 $23.39
2025 Q2 ADDED — — — 3,473 +1,777 +104.8% 0.00% $85K 2025-08-11 $24.30
2025 Q1 REDUCED 94.9% -27.6% ✅ 1,696 -31,567 -94.9% 0.00% $57K 2025-05-12 $28.96
2024 Q4 ADDED — — — 33,263 +17,535 +111.5% 0.00% $1.3M 2025-02-12 $43.88
2024 Q3 INITIATED — — — 15,728 — — 0.00% $551K 2024-11-12 $35.73

🏢 Other funds also holding SMC

As of 2026 Q1 — sorted by position size

Deltroit Asset Management (UK) LLP 3.43% ARK & TLK INVESTMENTS, LLC 0.89% Flat Footed LLC 3Y 0.41% EAGLE GLOBAL ADVISORS LLC 3Y 7Y 0.25% Liberty Mutual Group Asset Management Inc. 3Y 7Y 0.21% Fractal Investments LLC 3Y 0.16% JB CAPITAL PARTNERS LP 3Y 0.14% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.07% ALGERT GLOBAL LLC 3Y 7Y 0.02% Summit Financial, LLC 3Y 7Y 0.02%

FAQ About CITIGROUP INC and SMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITIGROUP INC reported owning SMC?

CITIGROUP INC reported SMC across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SMC position in CITIGROUP INC's portfolio?

The largest reported portfolio weight for SMC was 0.00% in 2024 Q4.

What is the latest reported SMC position on this page?

The most recent filing on this page is 2026 Q1, when CITIGROUP INC reported 21,777 shares, equal to 0.00% of portfolio, with an estimated market value of $659K.

What does the chart on this SMC ownership page compare?

The chart compares CITIGROUP INC's quarterly SMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CITIGROUP INC time their SMC position?

Based on 13F filing dates vs. subsequent SMC price moves, CITIGROUP INC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on SMC relative to SPY over the holding period was -24.2%.

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