Understanding Citadel LLC Stock Performance and Growth

Citadel LLC has seen significant growth in its stock value over the years, with a peak in 2020 when the company's market capitalization reached over $40 billion.

The company's ability to adapt to market changes has been a key factor in its success, with a history of navigating complex market conditions.

Citadel LLC's stock performance has been driven by its strong track record of generating returns for its investors, with some funds returning over 20% in a single year.

As a result, the company has attracted a large and loyal investor base, with many investors seeking to tap into its expertise and returns.

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Citadel LLC has a long history of filing SEC 13F reports, with the first filing available dating back to 2020.

You can view Citadel Investment Advisory's past filings, which include quarterly reports for 2020 onwards.

The most recent filings are for 2024 Q4, filed on January 24, 2025, and 2024 Q3, filed on October 16, 2024.

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Citadel Investment Advisory's filing schedule is consistent, with each quarter's report filed around the 15th of the month following the quarter's end.

Here are the past filings by Citadel Investment Advisory, listed in reverse chronological order:

Citadel's flagship hedge fund, Wellington, had a notable performance in January, rising 1.9% as volatility returned.

This gain follows a strong 15.3% increase last year, showing the fund's consistent growth.

The fund's strategies, including commodities, equities, fixed income, credit, and quantitative, all saw positive returns for the month.

Here's a breakdown of the fund's performance by strategy:

The firm's tactical trading fund also performed well, gaining 2.6% for the month, while its equities fund returned 2.1%.

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Citadel Investment Advisory has been filing its SEC 13F reports since 2020. These filings provide valuable insights into the company's investment strategies and portfolio holdings.

The most recent filing from Citadel Investment Advisory was for the 2024 Q4 period, filed on January 24, 2025. This filing offers a snapshot of the company's investment activities and holdings at the end of 2024.

Here is a list of the past filings made by Citadel Investment Advisory, including the date each was filed:

Citadel's flagship hedge fund, Wellington fund, climbed 1.9% in January, following a 15.3% gain last year. This was a notable performance, especially considering the volatility that ramped up in the market during the same period.

The fund's performance was driven by its five strategies, which all contributed positively to the month's returns. These strategies included commodities, equities, fixed income, credit, and quantitative.

Citadel's multistrategy approach allowed the fund to navigate the market's ups and downs effectively. The fund's ability to adapt to changing market conditions was a key factor in its success.

A breakdown of the fund's performance shows that its tactical trading fund gained 2.6% for the month, while its equities fund returned 2.1%. The global fixed income fund also performed well, returning 1.7% for the month.

Here's a summary of the fund's performance: