Sanders Morris Harris’s ProShares Ultra Financials UYG Stock Holding History

Sanders Morris Harris’s Portfolio UYG Stock Details UYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,076	Closed	-$257K	–	309
2022 Q1	$257K	Hold	4,076	–	–	0.05%	241
2021 Q4	$276K	Hold	4,076	–	–	0.05%	244
2021 Q3	$258K	Hold	4,076	–	–	0.05%	251
2021 Q2	$252K	Buy	4,076 +76	+2%	+$4.62K	0.05%	260
2021 Q1	$211K	Buy	+4,000	New	+$191K	0.04%	264
2020 Q1	–	Sell	-9,000	Closed	-$360K	–	272
2019 Q4	$360K	Buy	9,000 +1,000	+13%	+$49.7K	0.08%	195
2019 Q3	$375K	Sell	8,000 -1,000	-11%	-$45.8K	0.09%	174
2019 Q2	$405K	Hold	9,000	–	–	0.11%	176
2019 Q1	$360K	Hold	9,000	–	–	0.18%	76
2018 Q4	$294K	Sell	9,000 -6,000	-40%	-$230K	0.16%	83
2018 Q3	$649K	Hold	15,000	–	–	0.3%	53
2018 Q2	$606K	Hold	15,000	–	–	0.28%	56
2018 Q1	$616K	Hold	15,000	–	–	0.26%	65
2017 Q4	$640K	Sell	15,000 -4,560	-23%	-$184K	0.27%	52
2017 Q3	$736K	Hold	19,560	–	–	0.31%	61
2017 Q2	$678K	Hold	19,560	–	–	0.28%	53
2017 Q1	$634K	Hold	19,560	–	–	0.23%	71
2016 Q4	$603K	Buy	+19,560	New	+$533K	0.28%	52

Other funds holding UYG

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

9WM

9258 Wealth Management Blue Ash, Ohio $677M AUM 39.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sanders Morris Harris's UYG Position: Q2 2022 in Review

Sanders Morris Harris sold out of ProShares Ultra Financials (UYG) in Q2 2022, closing a stake of 4,076 shares — an estimated $257K sold.

Sanders Morris Harris first reported a position in UYG in Q4 2016 and held it in 18 quarters. The position peaked at $736K in Q3 2017. 52 funds tracked by Wall St. Rank hold UYG as of Q2 2022.

Sanders Morris Harris reported no remaining ProShares Ultra Financials position as of Q2 2022 after selling out during the quarter.
Sanders Morris Harris sold 4,076 ProShares Ultra Financials shares in Q2 2022, an estimated $257K.
Sanders Morris Harris first reported a position in ProShares Ultra Financials in Q4 2016 and held it in 18 quarters.
Sanders Morris Harris's ProShares Ultra Financials position peaked at $736K in Q3 2017.
52 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q2 2022.

Based on Sanders Morris Harris's 13F filing for Q2 2022, filed 11 Jul 2022.