Ownership history in CITIGROUP INC Β· 22 quarters on record
This page tracks every 13F SEC filing in which CITIGROUP INC reported a position in VERTEX INC (VERX). 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 β14.6% annually on this VERX position. Timing score: 50% (10/20 decisions correct). Average cost basis: $23.22. Maximum drawdown during holding period: β67.5%.
β Significantly underperformed the S&P 500 by 14.6% ann.
21 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 20 add/trim decisions correct
Best entry: $11.33 (2022 Q2) Β· Worst: $53.35 (2024 Q4)
πͺ Held through 2 major drawdowns (>20%).
15 adds Β· 6 trims. Bought during 5 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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