SEC 13F Intelligence

Ota Financial Group L.P. / USHY

Ota Financial Group L.P.’s Ishares Tr Position

Does Ota Financial Group L.P. own Ishares Tr (USHY)? Not currently — the last reported position was 34.8K shares worth $1M in Q1 2021; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$1M
Q1 2021
Shares
34.8K
% of Portfolio
+1.15%
Quarters Held
4
position exited

Position History USHY

Reported value by quarter
Q2 ’20: $741,000Q2 ’20Q3 ’20: $2MQ3 ’20Q4 ’20: $2MQ4 ’20Q1 ’21: $1MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202134.8K$1M+1.15%
Q4 202051.2K$2M+1.40%
Q3 202044.1K$2M+1.61%
Q2 202019.4K$741,000+0.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of USHY.