6 Meridian’s US Bancorp USB Stock Holding History

6 Meridian’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$4.87M	Sell	86,633 -1,301	-1%	-$76.9K	0.36%	52
2021 Q3	$5.23M	Buy	87,934 +31,868	+57%	+$1.81M	0.41%	44
2021 Q2	$3.19M	Sell	56,066 -2,178	-4%	-$128K	0.25%	66
2021 Q1	$3.22M	Buy	+58,244	New	+$2.91M	0.28%	58
2020 Q3	–	Sell	-61,580	Closed	-$2.27M	–	386
2020 Q2	$2.27M	Sell	61,580 -104,242	-63%	-$3.71M	0.24%	82
2020 Q1	$5.71M	Buy	165,822 +41,134	+33%	+$1.98M	0.6%	58
2019 Q4	$7.39M	Buy	124,688 +777	+0.6%	+$44.9K	0.65%	52
2019 Q3	$6.86M	Buy	+123,911	New	+$6.7M	0.67%	49
2019 Q1	–	Sell	-141,306	Closed	-$6.46M	–	502
2018 Q4	$6.46M	Sell	141,306 -7,830	-5%	-$403K	0.74%	39
2018 Q3	$7.88M	Sell	149,136 -42	-0%	-$2.23K	0.81%	36
2018 Q2	$7.46M	Buy	149,178 +2,559	+2%	+$130K	0.79%	40
2018 Q1	$7.4M	Buy	146,619 +114,423	+355%	+$6.26M	0.83%	37
2017 Q4	$1.73M	Buy	+32,196	New	+$1.73M	0.2%	86

Other funds holding USB

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

6 Meridian's USB Position: Q4 2021 in Review

6 Meridian reduced its US Bancorp (USB) stake by 1.5% in Q4 2021, selling an estimated $76.9K and leaving 86,633 shares worth $4.87M. The position accounts for 0.36% of the portfolio, ranked #52.

6 Meridian first reported a position in USB in Q4 2017 and has held it in 13 quarters since. The position peaked at $7.88M in Q3 2018. 1,791 funds tracked by Wall St. Rank hold USB as of Q4 2021.

6 Meridian held 86,633 shares of US Bancorp worth $4.87M as of Q4 2021.
6 Meridian sold 1,301 US Bancorp shares in Q4 2021, an estimated $76.9K.
US Bancorp made up 0.36% of 6 Meridian's portfolio in Q4 2021, its #52 holding.
6 Meridian first reported a position in US Bancorp in Q4 2017 and has held it in 13 quarters since.
6 Meridian's US Bancorp position peaked at $7.88M in Q3 2018.
1,791 funds tracked by Wall St. Rank held US Bancorp as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.