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Sugarloaf Wealth Management’s United States Oil Fund USO Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$76 Hold
1
– – ﹤0.01% 680
2024
Q3 		$70 Hold
1
– – ﹤0.01% 669
2024
Q2 		$80 Sell
1
-1
-50% -$78 ﹤0.01% 654
2024
Q1 		$157 Hold
2
– – ﹤0.01% 659
2023
Q4 		$133 Hold
2
– – ﹤0.01% 671
2023
Q3 		$162 Hold
2
– – ﹤0.01% 664
2023
Q2 		$127 Hold
2
– – ﹤0.01% 676
2023
Q1 		$133 Sell
2
-2
-50% -$133 ﹤0.01% 685
2022
Q4 		$280 Hold
4
– – ﹤0.01% 753
2022
Q3 		$1K Hold
4
– – ﹤0.01% 806
2022
Q2 		$0 Hold
4
– – ﹤0.01% 836
2022
Q1 		$0 Sell
4
-1,202
-100% -$80.8K ﹤0.01% 761
2021
Q4 		$66K Sell
1,206
-25
-2% -$1.36K 0.02% 250
2021
Q3 		$65K Sell
1,231
-80
-6% -$3.91K 0.02% 239
2021
Q2 		$65K Hold
1,311
– – 0.02% 243
2021
Q1 		$53 Sell
1,311
-375
-22% -$14.7K 0.02% 263
2020
Q4 		$56K Hold
1,686
– – 0.02% 242
2020
Q3 		$48K Sell
1,686
-66
-4% -$1.93K 0.02% 244
2020
Q2 		$49K Buy
1,752
+1,599
+1,045% +$43.8K 0.02% 238
2020
Q1 		$5K Hold
153
– – ﹤0.01% 517
2019
Q4 		$16K Buy
+153
New +$14.5K 0.01% 404

Other funds holding USO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sugarloaf Wealth Management's USO Position: Q4 2024 in Review

Sugarloaf Wealth Management held its United States Oil Fund (USO) position steady in Q4 2024 at 1 share worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Sugarloaf Wealth Management first reported a position in USO in Q4 2019 and has held it in 21 quarters since. The position peaked at $66K in Q4 2021. 171 funds tracked by Wall St. Rank hold USO as of Q4 2024.

  • Sugarloaf Wealth Management held 1 share of United States Oil Fund worth $76 as of Q4 2024.
  • Sugarloaf Wealth Management left its United States Oil Fund share count unchanged in Q4 2024.
  • United States Oil Fund made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #680 holding.
  • Sugarloaf Wealth Management first reported a position in United States Oil Fund in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's United States Oil Fund position peaked at $66K in Q4 2021.
  • 171 funds tracked by Wall St. Rank held United States Oil Fund as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.