Ownership history in CITIGROUP INC Β· 17 quarters on record
This page tracks every 13F SEC filing in which CITIGROUP INC reported a position in ISHARES TR (QAT). 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 β33.3% annually on this QAT position. Timing score: 50% (7/14 decisions correct). Average cost basis: $14.50. Maximum drawdown during holding period: β20.6%.
β Significantly underperformed the S&P 500 by 33.3% ann.
16 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 14 add/trim decisions correct
Best entry: $13.56 (2016 Q1) Β· Worst: $17.60 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 6 trims. Bought during 5 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