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 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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

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.