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Angeles Investment Advisors’s US Bancorp USB Stock Holding History

Angeles Investment Advisors’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
2025
Q1 		– Sell
-17,616
Closed -$851K – 186
2024
Q4 		$851K Sell
17,616
-157
-0.9% -$7.72K 0.04% 53
2024
Q3 		$821K Sell
17,773
-1,803
-9% -$79.1K 0.04% 56
2024
Q2 		$787K Sell
19,576
-943
-5% -$38.5K 0.04% 55
2024
Q1 		$927K Buy
20,519
+238
+1% +$10K 0.05% 48
2023
Q4 		$887K Buy
20,281
+142
+0.7% +$5.19K 0.05% 46
2023
Q3 		$675K Buy
20,139
+12,400
+160% +$452K 0.05% 47
2023
Q2 		$259K Sell
7,739
-1,659
-18% -$53.6K 0.02% 128
2023
Q1 		$342K Buy
9,398
+2,572
+38% +$115K 0.03% 96
2022
Q4 		$301K Buy
+6,826
New +$292K 0.03% 84
2022
Q3 		– Sell
-6,680
Closed -$310K – 112
2022
Q2 		$310K Hold
6,680
– – 0.03% 67
2022
Q1 		$358K Sell
6,680
-118
-2% -$6.78K 0.02% 71
2021
Q4 		$385K Buy
6,798
+118
+2% +$6.98K 0.02% 145
2021
Q3 		$400K Buy
+6,680
New +$380K 0.02% 127

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Angeles Investment Advisors's USB Position: Q1 2025 in Review

Angeles Investment Advisors sold out of US Bancorp (USB) in Q1 2025, closing a stake of 17,616 shares — an estimated $851K sold.

Angeles Investment Advisors first reported a position in USB in Q3 2021 and held it in 13 quarters. The position peaked at $927K in Q1 2024. 1,819 funds tracked by Wall St. Rank hold USB as of Q1 2025.

  • Angeles Investment Advisors reported no remaining US Bancorp position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 17,616 US Bancorp shares in Q1 2025, an estimated $851K.
  • Angeles Investment Advisors first reported a position in US Bancorp in Q3 2021 and held it in 13 quarters.
  • Angeles Investment Advisors's US Bancorp position peaked at $927K in Q1 2024.
  • 1,819 funds tracked by Wall St. Rank held US Bancorp as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.