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Stephen J. Garry & Associates’s United States Oil Fund USO Stock Holding History

Stephen J. Garry & Associates’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
2024
Q2 		– Sell
-2,657
Closed -$209K – 42
2024
Q1 		$209K Buy
+2,657
New +$192K 0.22% 39

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stephen J. Garry & Associates's USO Position: Q2 2024 in Review

Stephen J. Garry & Associates sold out of United States Oil Fund (USO) in Q2 2024, closing a stake of 2,657 shares — an estimated $209K sold.

Stephen J. Garry & Associates first reported a position in USO in Q1 2024 and held it in 1 quarter. The position peaked at $209K in Q1 2024. 179 funds tracked by Wall St. Rank hold USO as of Q2 2024.

  • Stephen J. Garry & Associates reported no remaining United States Oil Fund position as of Q2 2024 after selling out during the quarter.
  • Stephen J. Garry & Associates sold 2,657 United States Oil Fund shares in Q2 2024, an estimated $209K.
  • Stephen J. Garry & Associates first reported a position in United States Oil Fund in Q1 2024 and held it in 1 quarter.
  • Stephen J. Garry & Associates's United States Oil Fund position peaked at $209K in Q1 2024.
  • 179 funds tracked by Wall St. Rank held United States Oil Fund as of Q2 2024.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2024, filed 13 Feb 2025.