Johnson Midwest Financial’s United States Oil Fund USO Stock Holding History

Johnson Midwest Financial’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 Q1	–	Sell	-64	Closed	-$4K	–	404
2022 Q4	$4K	Hold	64	–	–	0.01%	289
2022 Q3	$4	Hold	64	–	–	0.02%	260
2022 Q2	$5K	Hold	64	–	–	0.01%	229
2022 Q1	$5K	Hold	64	–	–	0.01%	206
2021 Q4	$3K	Sell	64 -1	-2%	-$54	﹤0.01%	256
2021 Q3	$3K	Sell	65 -61	-48%	-$2.98K	﹤0.01%	254
2021 Q2	$6K	Hold	126	–	–	0.01%	196
2021 Q1	$5K	Hold	126	–	–	0.01%	199
2020 Q4	$4K	Buy	+126	New	+$3.74K	﹤0.01%	221

Other funds holding USO

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

WHGC

Wealth High Governance Capital Sao Paulo, Brazil $333M AUM 125.87% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

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

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

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

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

Johnson Midwest Financial's USO Position: Q1 2023 in Review

Johnson Midwest Financial sold out of United States Oil Fund (USO) in Q1 2023, closing a stake of 64 shares — an estimated $4K sold.

Johnson Midwest Financial first reported a position in USO in Q4 2020 and held it in 9 quarters. The position peaked at $6K in Q2 2021. 183 funds tracked by Wall St. Rank hold USO as of Q1 2023.

Johnson Midwest Financial reported no remaining United States Oil Fund position as of Q1 2023 after selling out during the quarter.
Johnson Midwest Financial sold 64 United States Oil Fund shares in Q1 2023, an estimated $4K.
Johnson Midwest Financial first reported a position in United States Oil Fund in Q4 2020 and held it in 9 quarters.
Johnson Midwest Financial's United States Oil Fund position peaked at $6K in Q2 2021.
183 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2023.

Based on Johnson Midwest Financial's 13F filing for Q1 2023, filed 19 Apr 2023.