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Benedetti & Gucer’s US Bancorp USB Stock Holding History

Benedetti & Gucer’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
2024
Q1 		$389K Sell
8,696
-301
-3% -$12.7K 0.19% 85
2023
Q4 		$389K Hold
8,997
– – 0.2% 90
2023
Q3 		$297K Sell
8,997
-87
-1% -$3.17K 0.16% 106
2023
Q2 		$300K Buy
9,084
+854
+10% +$27.6K 0.15% 111
2023
Q1 		$297K Buy
+8,230
New +$367K 0.17% 111

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Benedetti & Gucer's USB Position: Q1 2024 in Review

Benedetti & Gucer reduced its US Bancorp (USB) stake by 3.3% in Q1 2024, selling an estimated $12.7K and leaving 8,696 shares worth $389K. The position accounts for 0.19% of the portfolio, ranked #85.

Benedetti & Gucer first reported a position in USB in Q1 2023 and has held it in 5 quarters since. The position peaked at $389K in Q4 2023. 1,701 funds tracked by Wall St. Rank hold USB as of Q1 2024.

  • Benedetti & Gucer held 8,696 shares of US Bancorp worth $389K as of Q1 2024.
  • Benedetti & Gucer sold 301 US Bancorp shares in Q1 2024, an estimated $12.7K.
  • US Bancorp made up 0.19% of Benedetti & Gucer's portfolio in Q1 2024, its #85 holding.
  • Benedetti & Gucer first reported a position in US Bancorp in Q1 2023 and has held it in 5 quarters since.
  • Benedetti & Gucer's US Bancorp position peaked at $389K in Q4 2023.
  • 1,701 funds tracked by Wall St. Rank held US Bancorp as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.