Ancora Advisors’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Ancora Advisors’s Portfolio UDN Stock Details UDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-5,000	Closed	-$103K	–	2446
2021 Q3	$103K	Hold	5,000	–	–	﹤0.01%	962
2021 Q2	$105K	Hold	5,000	–	–	﹤0.01%	895
2021 Q1	$105K	Hold	5,000	–	–	﹤0.01%	862
2020 Q4	$109K	Hold	5,000	–	–	﹤0.01%	738
2020 Q3	$104K	Hold	5,000	–	–	﹤0.01%	722
2020 Q2	$101K	Sell	5,000 -15,100	-75%	-$301K	﹤0.01%	715
2020 Q1	$402K	Hold	20,100	–	–	0.02%	508
2019 Q4	$412K	Hold	20,100	–	–	0.02%	531
2019 Q3	$406K	Hold	20,100	–	–	0.02%	493
2019 Q2	$421K	Hold	20,100	–	–	0.02%	450
2019 Q1	$416K	Hold	20,100	–	–	0.02%	450
2018 Q4	$422K	Buy	20,100 +20,000	+20,000%	+$424K	0.02%	440
2018 Q3	$2K	Buy	+100	New	+$2.16K	﹤0.01%	1314
2017 Q1	–	Sell	-100	Closed	-$2K	–	1050
2016 Q4	$2K	Buy	+100	New	+$2.11K	﹤0.01%	1191

Other funds holding UDN

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

Ancora Advisors's UDN Position: Q4 2021 in Review

Ancora Advisors sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q4 2021, closing a stake of 5,000 shares — an estimated $103K sold.

Ancora Advisors first reported a position in UDN in Q4 2016 and held it in 14 quarters. The position peaked at $422K in Q4 2018. 19 funds tracked by Wall St. Rank hold UDN as of Q4 2021.

Ancora Advisors reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q4 2021 after selling out during the quarter.
Ancora Advisors sold 5,000 Invesco DB US Dollar Index Bearish Fund shares in Q4 2021, an estimated $103K.
Ancora Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2016 and held it in 14 quarters.
Ancora Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $422K in Q4 2018.
19 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q4 2021.

Based on Ancora Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.