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Almanack Investment Partners’s US Bancorp USB Stock Holding History

Almanack Investment Partners’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
2022
Q3 		– Sell
-9,074
Closed -$422K – 938
2022
Q2 		$422K Sell
9,074
-39
-0.4% -$1.95K 0.04% 266
2022
Q1 		$489K Hold
9,113
– – 0.04% 260
2021
Q4 		$516K Sell
9,113
-25
-0.3% -$1.48K 0.04% 262
2021
Q3 		$547K Sell
9,138
-32
-0.3% -$1.82K 0.05% 245
2021
Q2 		$526K Buy
9,170
+42
+0.5% +$2.46K 0.05% 217
2021
Q1 		$509K Buy
+9,128
New +$456K 0.05% 227

Other funds holding USB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Almanack Investment Partners's USB Position: Q3 2022 in Review

Almanack Investment Partners sold out of US Bancorp (USB) in Q3 2022, closing a stake of 9,074 shares — an estimated $422K sold.

Almanack Investment Partners first reported a position in USB in Q1 2021 and held it in 6 quarters. The position peaked at $547K in Q3 2021. 1,648 funds tracked by Wall St. Rank hold USB as of Q3 2022.

  • Almanack Investment Partners reported no remaining US Bancorp position as of Q3 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 9,074 US Bancorp shares in Q3 2022, an estimated $422K.
  • Almanack Investment Partners first reported a position in US Bancorp in Q1 2021 and held it in 6 quarters.
  • Almanack Investment Partners's US Bancorp position peaked at $547K in Q3 2021.
  • 1,648 funds tracked by Wall St. Rank held US Bancorp as of Q3 2022.

Based on Almanack Investment Partners's 13F filing for Q3 2022, filed 15 Nov 2022.