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Westwood Holdings Group’s United States Oil Fund USO Stock Holding History

Westwood Holdings 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
-5,270
Closed -$351K – 497
2023
Q4 		$351K Buy
+5,270
New +$382K ﹤0.01% 412

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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

Westwood Holdings Group's USO Position: Q1 2024 in Review

Westwood Holdings Group sold out of United States Oil Fund (USO) in Q1 2024, closing a stake of 5,270 shares — an estimated $351K sold.

Westwood Holdings Group first reported a position in USO in Q4 2023 and held it in 1 quarter. The position peaked at $351K in Q4 2023. 180 funds tracked by Wall St. Rank hold USO as of Q1 2024.

  • Westwood Holdings Group reported no remaining United States Oil Fund position as of Q1 2024 after selling out during the quarter.
  • Westwood Holdings Group sold 5,270 United States Oil Fund shares in Q1 2024, an estimated $351K.
  • Westwood Holdings Group first reported a position in United States Oil Fund in Q4 2023 and held it in 1 quarter.
  • Westwood Holdings Group's United States Oil Fund position peaked at $351K in Q4 2023.
  • 180 funds tracked by Wall St. Rank held United States Oil Fund as of Q1 2024.

Based on Westwood Holdings Group's 13F filing for Q1 2024, filed 14 May 2024.