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Evergreen Capital Management’s United States Oil Fund USO Stock Holding History

Evergreen Capital Management’s Portfolio USO Stock Details USO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,515
Closed -$366K – 834
2023
Q1 		$366K Sell
5,515
-35
-0.6% -$2.33K 0.02% 449
2022
Q4 		$389K Buy
+5,550
New +$388K 0.02% 414

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRAM
Compass Rose Asset Management New York $1.33B AUM 2.38% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Evergreen Capital Management's USO Position: Q2 2023 in Review

Evergreen Capital Management sold out of United States Oil Fund (USO) in Q2 2023, closing a stake of 5,515 shares — an estimated $366K sold.

Evergreen Capital Management first reported a position in USO in Q4 2022 and held it in 2 quarters. The position peaked at $389K in Q4 2022. 166 funds tracked by Wall St. Rank hold USO as of Q2 2023.

  • Evergreen Capital Management reported no remaining United States Oil Fund position as of Q2 2023 after selling out during the quarter.
  • Evergreen Capital Management sold 5,515 United States Oil Fund shares in Q2 2023, an estimated $366K.
  • Evergreen Capital Management first reported a position in United States Oil Fund in Q4 2022 and held it in 2 quarters.
  • Evergreen Capital Management's United States Oil Fund position peaked at $389K in Q4 2022.
  • 166 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2023.

Based on Evergreen Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.