K.J. Harrison & Partners
UUP icon

K.J. Harrison & Partners’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

K.J. Harrison & Partners’s Portfolio UUP Stock Details UUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-150,000
Closed -$3.85M – 377
2021
Q4 		$3.85M Buy
+150,000
New +$3.83M 0.54% 47
2020
Q2 		– Sell
-279,500
Closed -$7.5M – 215
2020
Q1 		$7.5M Buy
+279,500
New +$7.44M 4.18% 3

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osborne Partners Capital Management
Osborne Partners Capital Management San Francisco, California $1.78B AUM 18.29% 1-Year Est. Return
Lake Hills Wealth Management
Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return
IndexIQ Advisors
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

K.J. Harrison & Partners's UUP Position: Q1 2022 in Review

K.J. Harrison & Partners sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2022, closing a stake of 150,000 shares — an estimated $3.85M sold.

K.J. Harrison & Partners first reported a position in UUP in Q1 2020 and held it in 2 quarters. The position peaked at $7.5M in Q1 2020. 111 funds tracked by Wall St. Rank hold UUP as of Q1 2022.

  • K.J. Harrison & Partners reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2022 after selling out during the quarter.
  • K.J. Harrison & Partners sold 150,000 Invesco DB US Dollar Index Bullish Fund shares in Q1 2022, an estimated $3.85M.
  • K.J. Harrison & Partners first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2020 and held it in 2 quarters.
  • K.J. Harrison & Partners's Invesco DB US Dollar Index Bullish Fund position peaked at $7.5M in Q1 2020.
  • 111 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2022.

Based on K.J. Harrison & Partners's 13F filing for Q1 2022, filed 21 Apr 2022.