Ownership history in CITADEL ADVISORS LLC Β· 141 quarters on record
This page tracks every 13F SEC filing in which CITADEL ADVISORS LLC reported a position in MICROSOFT Cmn (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π CITADEL ADVISORS LLC outperformed the S&P 500 by +3.4% annually on this MSFT position. Timing score: 44% (61/140 decisions correct). Average cost basis: $268.59. Maximum drawdown during holding period: β30.3%.
β
Outperformed SPY on this position by 3.4% ann.
140 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
61 of 140 add/trim decisions correct
Best entry: $17.32 (2010 Q2) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
60 adds Β· 81 trims. Bought during 15 of 19 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.24% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size