TSMX β€” DIREXION SHS ETF TR

Ownership history in CITIGROUP INC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which CITIGROUP INC reported a position in DIREXION SHS ETF TR (TSMX). 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.

Position Intelligence

CITIGROUP INC Γ— TSMX AI Analytics

πŸ“ˆ CITIGROUP INC outperformed the S&P 500 by +113.3% annually on this TSMX position. Average cost basis: $37.56. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+113.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 113.3% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$37.56
+31.5% vs current ($49.38)

Best entry: $27.21 (2024 Q4)  Β·  Worst: $49.38 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ 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.

% of Fund (quarterly)    TSMX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 32,900 +21,900 +199.1% 0.00% $1.6M $49.38
2025 Q3 REDUCED 11,000 -14,000 -56.0% 0.00% $517K $44.03
2024 Q4 INITIATED 25,000 β€” β€” 0.00% $741K $27.21
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