Ownership history in CITIGROUP INC Β· 15 quarters on record
This page tracks every 13F SEC filing in which CITIGROUP INC reported a position in YOUDAO INC (DAO). 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 β29.7% annually on this DAO position. Timing score: 29% (2/7 decisions correct). Average cost basis: $15.40. Maximum drawdown during holding period: β89.5%.
β Significantly underperformed the S&P 500 by 29.7% ann.
14 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct
Best entry: $9.94 (2025 Q3) Β· Worst: $37.50 (2020 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 2 trims. Bought during 3 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
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