Simplex Trading’s Citizens CIA Stock Holding History

Simplex Trading’s Portfolio CIA Stock Details CIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,101	Closed	-$22.9K	–	8607
2024 Q3	$18K	Buy	+5,101	New	+$14.9K	﹤0.01%	6734
2024 Q1	–	Sell	-1,407	Closed	-$3K	–	8923
2023 Q4	$3K	Buy	+1,407	New	+$4.35K	﹤0.01%	8056
2023 Q3	–	Sell	-5,951	Closed	-$17K	–	8761
2023 Q2	$14K	Buy	+5,951	New	+$13.6K	﹤0.01%	7083
2022 Q3	–	Sell	-475	Closed	-$1K	–	9980
2022 Q2	$1K	Buy	+475	New	+$1.71K	﹤0.01%	9531
2021 Q4	–	Sell	-384	Closed	-$2K	–	10541
2021 Q3	$2K	Hold	384	–	–	﹤0.01%	9506
2021 Q2	$2K	Buy	384 +134	+54%	+$738	﹤0.01%	9691
2021 Q1	$1K	Buy	+250	New	+$1.54K	﹤0.01%	8538
2020 Q2	–	Sell	-531	Closed	-$3.05K	–	7665
2020 Q1	$3K	Buy	+531	New	+$3.28K	﹤0.01%	7036
2017 Q4	–	Sell	-8,623	Closed	-$65.8K	–	6039
2017 Q3	$63K	Buy	+8,623	New	+$66.5K	﹤0.01%	2085
2016 Q2	–	Sell	-6,883	Closed	-$53.3K	–	5850
2016 Q1	$49K	Buy	+6,883	New	+$47.3K	﹤0.01%	1968

Other funds holding CIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CGIC

Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplex Trading's CIA Position: Q4 2024 in Review

Simplex Trading sold out of Citizens (CIA) in Q4 2024, closing a stake of 5,101 shares — an estimated $22.9K sold.

Simplex Trading first reported a position in CIA in Q1 2016 and held it in 10 quarters. The position peaked at $63K in Q3 2017. 50 funds tracked by Wall St. Rank hold CIA as of Q4 2024.

Simplex Trading reported no remaining Citizens position as of Q4 2024 after selling out during the quarter.
Simplex Trading sold 5,101 Citizens shares in Q4 2024, an estimated $22.9K.
Simplex Trading first reported a position in Citizens in Q1 2016 and held it in 10 quarters.
Simplex Trading's Citizens position peaked at $63K in Q3 2017.
50 funds tracked by Wall St. Rank held Citizens as of Q4 2024.

Based on Simplex Trading's 13F filing for Q4 2024, filed 11 Feb 2025.