Wellington Management Group
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Wellington Management Group’s United States Oil Fund USO Stock Holding History

Wellington Management 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
2016
Q1 		– Sell
-5,850
Closed -$47K – 2234
2015
Q4 		$47K Buy
+5,850
New +$623K ﹤0.01% 2142

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Bank of America
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IUHSA
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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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Wellington Management Group's USO Position: Q3 2024 in Review

Wellington Management Group sold out of United States Oil Fund (USO) in Q3 2024, closing a stake of 90,434 shares — an estimated $7.2M sold.

Wellington Management Group first reported a position in USO in Q2 2022 and held it in 5 quarters. The position peaked at $9.24M in Q4 2023. 166 funds tracked by Wall St. Rank hold USO as of Q3 2024.

  • Wellington Management Group reported no remaining United States Oil Fund position as of Q3 2024 after selling out during the quarter.
  • Wellington Management Group sold 90,434 United States Oil Fund shares in Q3 2024, an estimated $7.2M.
  • Wellington Management Group first reported a position in United States Oil Fund in Q2 2022 and held it in 5 quarters.
  • Wellington Management Group's United States Oil Fund position peaked at $9.24M in Q4 2023.
  • 166 funds tracked by Wall St. Rank held United States Oil Fund as of Q3 2024.

Based on Wellington Management Group's 13F filing for Q3 2024, filed 14 Nov 2024.