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Schechter Investment Advisors’s United States Natural Gas Fund UNG Stock Holding History

Schechter Investment Advisors’s Portfolio UNG Stock Details UNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,096
Closed -$62.8K – 700
2023
Q4 		$62.8K Hold
3,096
– – 0.01% 587
2023
Q3 		$84.6K Hold
3,096
– – 0.01% 566
2023
Q2 		$91.9K Buy
+3,096
New +$83.8K 0.01% 611

Other funds holding UNG

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Schechter Investment Advisors's UNG Position: Q1 2024 in Review

Schechter Investment Advisors sold out of United States Natural Gas Fund (UNG) in Q1 2024, closing a stake of 3,096 shares — an estimated $62.8K sold.

Schechter Investment Advisors first reported a position in UNG in Q2 2023 and held it in 3 quarters. The position peaked at $91.9K in Q2 2023. 102 funds tracked by Wall St. Rank hold UNG as of Q1 2024.

  • Schechter Investment Advisors reported no remaining United States Natural Gas Fund position as of Q1 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 3,096 United States Natural Gas Fund shares in Q1 2024, an estimated $62.8K.
  • Schechter Investment Advisors first reported a position in United States Natural Gas Fund in Q2 2023 and held it in 3 quarters.
  • Schechter Investment Advisors's United States Natural Gas Fund position peaked at $91.9K in Q2 2023.
  • 102 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q1 2024.

Based on Schechter Investment Advisors's 13F filing for Q1 2024, filed 6 May 2024.