Dudley & Shanley’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Dudley & Shanley’s Portfolio SPXU Stock Details SPXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,525	Closed	-$2.88M	–	37
2022 Q4	$2.88M	Hold	8,525	–	–	0.65%	21
2022 Q3	$3.82M	Buy	8,525 +2,900	+52%	+$994K	1.07%	18
2022 Q2	$2.28M	Hold	5,625	–	–	0.51%	22
2022 Q1	$1.5M	Buy	+5,625	New	+$1.65M	0.28%	24
2021 Q2	–	Sell	-5,050	Closed	-$2.39M	–	32
2021 Q1	$2.39M	Buy	5,050 +1,055	+26%	+$558K	0.41%	23
2020 Q4	$2.37M	Buy	3,995 +1,155	+41%	+$829K	0.44%	22
2020 Q3	$2.47M	Buy	+2,840	New	+$2.67M	0.6%	18

Other funds holding SPXU

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

MAM

Montchanin Asset Management Montchanin, Delaware $94.1M AUM

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Dudley & Shanley's SPXU Position: Q1 2023 in Review

Dudley & Shanley sold out of ProShares UltraPro Short S&P 500 (SPXU) in Q1 2023, closing a stake of 8,525 shares — an estimated $2.88M sold.

Dudley & Shanley first reported a position in SPXU in Q3 2020 and held it in 7 quarters. The position peaked at $3.82M in Q3 2022. 63 funds tracked by Wall St. Rank hold SPXU as of Q1 2023.

Dudley & Shanley reported no remaining ProShares UltraPro Short S&P 500 position as of Q1 2023 after selling out during the quarter.
Dudley & Shanley sold 8,525 ProShares UltraPro Short S&P 500 shares in Q1 2023, an estimated $2.88M.
Dudley & Shanley first reported a position in ProShares UltraPro Short S&P 500 in Q3 2020 and held it in 7 quarters.
Dudley & Shanley's ProShares UltraPro Short S&P 500 position peaked at $3.82M in Q3 2022.
63 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q1 2023.

Based on Dudley & Shanley's 13F filing for Q1 2023, filed 13 Apr 2023.