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Sumitomo Mitsui Financial Group’s United States Oil Fund USO Stock Holding History

Sumitomo Mitsui Financial Group’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
Q1 		– Sell
-2,215
Closed -$148K – 181
2023
Q4 		$148K Buy
+2,215
New +$161K ﹤0.01% 128
2023
Q3 		– Sell
-967,400
Closed -$61.5M – 184
2023
Q2 		$61.5M Hold
967,400
– – 1.96% 7
2023
Q1 		$64.3M Buy
967,400
+120,000
+14% +$8M 2.01% 7
2022
Q4 		$59.4M Buy
847,400
+215,000
+34% +$15M 2.25% 5
2022
Q3 		$41.3M Buy
632,400
+410,640
+185% +$30M 1.74% 10
2022
Q2 		$17.8M Buy
221,760
+111,517
+101% +$9.04M 0.5% 28
2022
Q1 		$8.17M Buy
110,243
+108,958
+8,479% +$7.33M 0.24% 59
2021
Q4 		$70K Hold
1,285
– – ﹤0.01% 166
2021
Q3 		$68K Sell
1,285
-580,000
-100% -$28.4M ﹤0.01% 167
2021
Q2 		$29M Sell
581,285
-71,056
-11% -$3.21M 0.64% 28
2021
Q1 		$26.4M Sell
652,341
-302,541
-32% -$11.9M 0.62% 26
2020
Q4 		$31.4M Sell
954,882
-105,000
-10% -$3.11M 0.77% 20
2020
Q3 		$30M Buy
+1,059,882
New +$31M 1.02% 15
2020
Q2 		– Sell
-7,382
Closed -$249K – 154
2020
Q1 		$249K Buy
+7,382
New +$569K 0.01% 105
2019
Q2 		– Sell
-247
Closed -$25K – 134
2019
Q1 		$25K Sell
247
-175,000
-100% -$16.1M ﹤0.01% 113
2018
Q4 		$13.5M Buy
+175,247
New +$17.6M 0.86% 19
2018
Q2 		– Sell
-900
Closed -$94K – 142
2018
Q1 		$94K Hold
900
– – 0.01% 94
2017
Q4 		$86K Hold
900
– – 0.01% 72
2017
Q3 		$75K Sell
900
-12,176
-93% -$959K 0.01% 78
2017
Q2 		$994K Buy
13,076
+7,571
+138% +$606K 0.2% 42
2017
Q1 		$469K Buy
5,505
+939
+21% +$83.2K 0.09% 27
2016
Q4 		$428K Buy
+4,566
New +$403K 0.1% 28

Other funds holding USO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sumitomo Mitsui Financial Group's USO Position: Q1 2024 in Review

Sumitomo Mitsui Financial Group sold out of United States Oil Fund (USO) in Q1 2024, closing a stake of 2,215 shares — an estimated $148K sold.

Sumitomo Mitsui Financial Group first reported a position in USO in Q4 2016 and held it in 22 quarters. The position peaked at $64.3M in Q1 2023. 180 funds tracked by Wall St. Rank hold USO as of Q1 2024.

  • Sumitomo Mitsui Financial Group reported no remaining United States Oil Fund position as of Q1 2024 after selling out during the quarter.
  • Sumitomo Mitsui Financial Group sold 2,215 United States Oil Fund shares in Q1 2024, an estimated $148K.
  • Sumitomo Mitsui Financial Group first reported a position in United States Oil Fund in Q4 2016 and held it in 22 quarters.
  • Sumitomo Mitsui Financial Group's United States Oil Fund position peaked at $64.3M in Q1 2023.
  • 180 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2024.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2024, filed 13 May 2024.