Ownership history in CITIGROUP INC Β· 8 quarters on record
This page tracks every 13F SEC filing in which CITIGROUP INC reported a position in J P MORGAN EXCHANGE-TRADED F (BBEU). 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 CITIGROUP INC underperformed the S&P 500 by β10.8% annually on this BBEU position. Timing score: 50% (2/4 decisions correct). Average cost basis: $49.71. Maximum drawdown during holding period: β9.8%.
β Significantly underperformed the S&P 500 by 10.8% ann.
7 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $49.71 (2021 Q2) Β· Worst: $49.71 (2021 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 4 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
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.
As of 2025 Q4 β sorted by position size