Ownership history in CITADEL ADVISORS LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which CITADEL ADVISORS LLC reported a position in TIMOTHY PLAN (TPHD). 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 underperformed the S&P 500 by β12.4% annually on this TPHD position. Timing score: 46% (6/13 decisions correct). Average cost basis: $27.13. Maximum drawdown during holding period: β24.4%.
β Significantly underperformed the S&P 500 by 12.4% ann.
13 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
6 of 13 add/trim decisions correct
Best entry: $16.65 (2020 Q1) Β· Worst: $35.43 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 5 trims. Bought during 4 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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.