Ameritas Investment Company’s US Bancorp USB Stock Holding History

Ameritas Investment Company’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 Q3	$1.27M	Buy	21,358 +9,803	+85%	+$558K	0.06%	242
2021 Q2	$1.3M	Buy	11,555 +1,027	+10%	+$60.3K	0.06%	244
2021 Q1	$582K	Buy	+10,528	New	+$526K	0.05%	316
2020 Q2	–	Sell	-2,091	Closed	-$71K	–	1528
2020 Q1	$71K	Buy	2,091 +466	+29%	+$22.5K	0.01%	589
2019 Q4	$96K	Buy	1,625 +675	+71%	+$39K	0.02%	470
2019 Q3	$53K	Buy	+950	New	+$51.3K	0.01%	648
2019 Q2	–	Sell	-550	Closed	-$27K	–	844
2019 Q1	$27K	Buy	+550	New	+$27.6K	0.01%	515

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

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

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

DSA

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

Ameritas Investment Company's USB Position: Q3 2021 in Review

Ameritas Investment Company increased its US Bancorp (USB) stake by 85% in Q3 2021, buying an estimated $558K and bringing the position to 21,358 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #242.

Ameritas Investment Company first reported a position in USB in Q1 2019 and has held it in 7 quarters since. The position peaked at $1.3M in Q2 2021. 1,677 funds tracked by Wall St. Rank hold USB as of Q3 2021.

Ameritas Investment Company held 21,358 shares of US Bancorp worth $1.27M as of Q3 2021.
Ameritas Investment Company bought 9,803 US Bancorp shares in Q3 2021, an estimated $558K.
US Bancorp made up 0.06% of Ameritas Investment Company's portfolio in Q3 2021, its #242 holding.
Ameritas Investment Company first reported a position in US Bancorp in Q1 2019 and has held it in 7 quarters since.
Ameritas Investment Company's US Bancorp position peaked at $1.3M in Q2 2021.
1,677 funds tracked by Wall St. Rank held US Bancorp as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.