McBroom & Associates’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

McBroom & Associates’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
2023 Q4	–	Sell	-40,041	Closed	-$1.19M	–	36
2023 Q3	$1.19M	Sell	40,041 -1,800	-4%	-$51.7K	0.95%	27
2023 Q2	$1.19M	Sell	41,841 -2,343	-5%	-$65.8K	0.94%	26
2023 Q1	$1.23M	Sell	44,184 -7,832	-15%	-$219K	1.1%	26
2022 Q4	$1.45M	Buy	+52,016	New	+$1.52M	1.57%	23

Other funds holding UUP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

McBroom & Associates's UUP Position: Q4 2023 in Review

McBroom & Associates sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2023, closing a stake of 40,041 shares — an estimated $1.19M sold.

McBroom & Associates first reported a position in UUP in Q4 2022 and held it in 4 quarters. The position peaked at $1.45M in Q4 2022. 96 funds tracked by Wall St. Rank hold UUP as of Q4 2023.

McBroom & Associates reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2023 after selling out during the quarter.
McBroom & Associates sold 40,041 Invesco DB US Dollar Index Bullish Fund shares in Q4 2023, an estimated $1.19M.
McBroom & Associates first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2022 and held it in 4 quarters.
McBroom & Associates's Invesco DB US Dollar Index Bullish Fund position peaked at $1.45M in Q4 2022.
96 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2023.

Based on McBroom & Associates's 13F filing for Q4 2023, filed 8 Jan 2024.