SWP MANAGER DIRECTED PORTFOLIOS

Ownership history in CITADEL ADVISORS LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which CITADEL ADVISORS LLC reported a position in MANAGER DIRECTED PORTFOLIOS (SWP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,069 -1,530 -15.9% 0.00% $223K $26.91
2025 Q1 INITIATED 9,599 0.00% $235K $23.29
% of Fund (quarterly)    SWP price (monthly, adj. close)

Other funds also holding SWP

As of 2025 Q4 — sorted by position size

MML INVESTORS SERVICES, LLC 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%
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