Ownership history in CITIGROUP INC Β· 32 quarters on record
This page tracks every 13F SEC filing in which CITIGROUP INC reported a position in VANECK VECTORS ETF TR (HYEM). 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 β12.6% annually on this HYEM position. Timing score: 75% (15/20 decisions correct). Average cost basis: $16.04. Maximum drawdown during holding period: β24.1%.
β Significantly underperformed the S&P 500 by 12.6% ann.
31 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
15 of 20 add/trim decisions correct
Best entry: $13.15 (2016 Q2) Β· Worst: $18.37 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 7 trims. Bought during 3 of 8 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.
As of 2025 Q4 β sorted by position size