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Simplicity Solutions’s United States Oil Fund USO Stock Holding History

Simplicity Solutions’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
2023
Q4 		$244K Buy
+3,660
New +$265K 0.01% 898
2021
Q1 		– Sell
-6,764
Closed -$223K – 939
2020
Q4 		$223K Buy
+6,764
New +$201K ﹤0.01% 878

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Simplicity Solutions's USO Position: Q4 2023 in Review

Simplicity Solutions opened a new position in United States Oil Fund (USO) in Q4 2023: 3,660 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #898 among its holdings. This is a return to the name: Simplicity Solutions previously reported a position in USO as recently as Q4 2020.

Simplicity Solutions first reported a position in USO in Q4 2020 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold USO as of Q4 2023.

  • Simplicity Solutions held 3,660 shares of United States Oil Fund worth $244K as of Q4 2023.
  • United States Oil Fund was a new Simplicity Solutions position in Q4 2023.
  • United States Oil Fund made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #898 holding.
  • Simplicity Solutions first reported a position in United States Oil Fund in Q4 2020 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.