Guardian Life Insurance’s United States Oil Fund USO Stock Holding History

Guardian Life Insurance’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
2019 Q4	–	Sell	-26,952	Closed	-$2.44M	–	534
2019 Q3	$2.44M	Hold	26,952	–	–	0.37%	20
2019 Q2	$2.6M	Hold	26,952	–	–	0.36%	20
2019 Q1	$2.69M	Hold	26,952	–	–	0.34%	18
2018 Q4	$2.08M	Buy	+26,952	New	+$2.71M	0.36%	18

Other funds holding USO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Guardian Life Insurance's USO Position: Q4 2019 in Review

Guardian Life Insurance sold out of United States Oil Fund (USO) in Q4 2019, closing a stake of 26,952 shares — an estimated $2.44M sold.

Guardian Life Insurance first reported a position in USO in Q4 2018 and held it in 4 quarters. The position peaked at $2.69M in Q1 2019. 141 funds tracked by Wall St. Rank hold USO as of Q4 2019.

Guardian Life Insurance reported no remaining United States Oil Fund position as of Q4 2019 after selling out during the quarter.
Guardian Life Insurance sold 26,952 United States Oil Fund shares in Q4 2019, an estimated $2.44M.
Guardian Life Insurance first reported a position in United States Oil Fund in Q4 2018 and held it in 4 quarters.
Guardian Life Insurance's United States Oil Fund position peaked at $2.69M in Q1 2019.
141 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2019.

Based on Guardian Life Insurance's 13F filing for Q4 2019, filed 11 Feb 2020.