Loring Wolcott & Coolidge Fiduciary Advisors’s United States Oil Fund USO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2024 Q4	–	Sell	-180	Closed	-$13.2K	–	581
2024 Q3	$13.2K	Hold	180	–	–	﹤0.01%	487
2024 Q2	$14.2K	Hold	180	–	–	﹤0.01%	472
2024 Q1	$14.2K	Sell	180 -135	-43%	-$9.74K	﹤0.01%	479
2023 Q4	$22.3K	Sell	315 -435	-58%	-$31.5K	﹤0.01%	455
2023 Q3	$57.1K	Buy	+750	New	+$55.3K	﹤0.01%	408

Other funds holding USO

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

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

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's USO Position: Q4 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of United States Oil Fund (USO) in Q4 2024, closing a stake of 180 shares — an estimated $13.2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in USO in Q3 2023 and held it in 5 quarters. The position peaked at $57.1K in Q3 2023. 171 funds tracked by Wall St. Rank hold USO as of Q4 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining United States Oil Fund position as of Q4 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 180 United States Oil Fund shares in Q4 2024, an estimated $13.2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in United States Oil Fund in Q3 2023 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's United States Oil Fund position peaked at $57.1K in Q3 2023.
171 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.