HM Payson & Co’s US Commodity Index USCI Stock Holding History

HM Payson & Co’s Portfolio USCI Stock Details USCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-655	Closed	-$36.9K	–	1012
2023 Q4	$36.9K	Buy	+655	New	+$38K	﹤0.01%	641

Other funds holding USCI

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HM Payson & Co's USCI Position: Q1 2024 in Review

HM Payson & Co sold out of US Commodity Index (USCI) in Q1 2024, closing a stake of 655 shares — an estimated $36.9K sold.

HM Payson & Co first reported a position in USCI in Q4 2023 and held it in 1 quarter. The position peaked at $36.9K in Q4 2023. 40 funds tracked by Wall St. Rank hold USCI as of Q1 2024.

HM Payson & Co reported no remaining US Commodity Index position as of Q1 2024 after selling out during the quarter.
HM Payson & Co sold 655 US Commodity Index shares in Q1 2024, an estimated $36.9K.
HM Payson & Co first reported a position in US Commodity Index in Q4 2023 and held it in 1 quarter.
HM Payson & Co's US Commodity Index position peaked at $36.9K in Q4 2023.
40 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2024.

Based on HM Payson & Co's 13F filing for Q1 2024, filed 20 Jun 2024.