Naman Capital’s ProShares Short S&P500 SH Stock Holding History

Naman Capital’s Portfolio SH Stock Details SH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-130,000	Closed	-$6.75M	–	11
2023 Q4	$6.75M	Hold	130,000	–	–	4.3%	6
2023 Q3	$7.52M	Hold	130,000	–	–	6.01%	6
2023 Q2	$7.22M	Hold	130,000	–	–	4.91%	7
2023 Q1	$7.8M	Hold	130,000	–	–	6.4%	7
2022 Q4	$8.34M	Hold	130,000	–	–	7.42%	6
2022 Q3	$8.99M	Hold	130,000	–	–	6.26%	6
2022 Q2	$8.58M	Hold	130,000	–	–	6.12%	5
2022 Q1	$7.99M	Sell	130,000 -50,000	-28%	-$2.89M	5.2%	6
2021 Q4	$9.81M	Hold	180,000	–	–	5.74%	8
2021 Q3	$11M	Hold	180,000	–	–	6.76%	3
2021 Q2	$11.1M	Buy	180,000 +30,000	+20%	+$1.9M	5.77%	6
2021 Q1	$10.1M	Hold	150,000	–	–	5.53%	7
2020 Q4	$10.8M	Hold	150,000	–	–	7.48%	4
2020 Q3	$12.2M	Buy	150,000 +100,000	+200%	+$8.3M	9.44%	2
2020 Q2	$4.22M	Buy	+50,000	New	+$4.8M	3.44%	11
2020 Q1	–	Sell	-162,500	Closed	-$15.6M	–	18
2019 Q4	$15.6M	Hold	162,500	–	–	14.95%	1
2019 Q3	$17M	Buy	162,500 +25,000	+18%	+$2.64M	16.74%	1
2019 Q2	$14.6M	Buy	137,500 +62,500	+83%	+$6.81M	14.55%	1
2019 Q1	$8.29M	Buy	+75,000	New	+$8.67M	10.45%	2

Other funds holding SH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Naman Capital's SH Position: Q1 2024 in Review

Naman Capital sold out of ProShares Short S&P500 (SH) in Q1 2024, closing a stake of 130,000 shares — an estimated $6.75M sold.

Naman Capital first reported a position in SH in Q1 2019 and held it in 19 quarters. The position peaked at $17M in Q3 2019. 158 funds tracked by Wall St. Rank hold SH as of Q1 2024.

Naman Capital reported no remaining ProShares Short S&P500 position as of Q1 2024 after selling out during the quarter.
Naman Capital sold 130,000 ProShares Short S&P500 shares in Q1 2024, an estimated $6.75M.
Naman Capital first reported a position in ProShares Short S&P500 in Q1 2019 and held it in 19 quarters.
Naman Capital's ProShares Short S&P500 position peaked at $17M in Q3 2019.
158 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2024.

Based on Naman Capital's 13F filing for Q1 2024, filed 15 May 2024.