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City Holding Co’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

City Holding Co’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
2023
Q4 		– Sell
-17,874
Closed -$328K – 522
2023
Q3 		$328K Hold
17,874
– – 0.06% 198
2023
Q2 		$336K Buy
+17,874
New +$337K 0.06% 200

Other funds holding UDN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
NFG
Northeast Financial Group Tannersville, Pennsylvania $404M AUM 12.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

City Holding Co's UDN Position: Q4 2023 in Review

City Holding Co sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q4 2023, closing a stake of 17,874 shares — an estimated $328K sold.

City Holding Co first reported a position in UDN in Q2 2023 and held it in 2 quarters. The position peaked at $336K in Q2 2023. 29 funds tracked by Wall St. Rank hold UDN as of Q4 2023.

  • City Holding Co reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q4 2023 after selling out during the quarter.
  • City Holding Co sold 17,874 Invesco DB US Dollar Index Bearish Fund shares in Q4 2023, an estimated $328K.
  • City Holding Co first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2023 and held it in 2 quarters.
  • City Holding Co's Invesco DB US Dollar Index Bearish Fund position peaked at $336K in Q2 2023.
  • 29 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q4 2023.

Based on City Holding Co's 13F filing for Q4 2023, filed 10 Jan 2024.