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Bigelow Investment Advisors’s US Bancorp USB Stock Holding History

Bigelow 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
2023
Q1 		– Sell
-8,236
Closed -$359K – 151
2022
Q4 		$359K Sell
8,236
-630
-7% -$27K 0.21% 115
2022
Q3 		$357K Sell
8,866
-209
-2% -$9.67K 0.21% 111
2022
Q2 		$418K Buy
9,075
+1,315
+17% +$65.7K 0.23% 106
2022
Q1 		$412K Buy
7,760
+15
+0.2% +$862 0.19% 108
2021
Q4 		$435K Buy
7,745
+80
+1% +$4.73K 0.2% 104
2021
Q3 		$456K Sell
7,665
-546
-7% -$31.1K 0.22% 100
2021
Q2 		$468K Hold
8,211
– – 0.23% 101
2021
Q1 		$454K Buy
8,211
+266
+3% +$13.3K 0.23% 100
2020
Q4 		$370K Buy
7,945
+77
+1% +$3.26K 0.2% 106
2020
Q3 		$282K Sell
7,868
-131
-2% -$4.79K 0.17% 119
2020
Q2 		$295K Sell
7,999
-395
-5% -$14.1K 0.19% 116
2020
Q1 		$289K Buy
8,394
+920
+12% +$44.3K 0.22% 116
2019
Q4 		$443K Sell
7,474
-1,603
-18% -$92.7K 0.26% 103
2019
Q3 		$502K Sell
9,077
-639
-7% -$34.5K 0.32% 91
2019
Q2 		$509K Sell
9,716
-250
-3% -$12.9K 0.34% 85
2019
Q1 		$480K Sell
9,966
-3,370
-25% -$169K 0.33% 85
2018
Q4 		$609K Buy
13,336
+180
+1% +$9.27K 0.46% 67
2018
Q3 		$695K Sell
13,156
-1,725
-12% -$91.4K 0.47% 63
2018
Q2 		$744K Buy
14,881
+2,320
+18% +$118K 0.51% 58
2018
Q1 		$634K Buy
+12,561
New +$687K 0.43% 67

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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

Bigelow Investment Advisors's USB Position: Q1 2023 in Review

Bigelow Investment Advisors sold out of US Bancorp (USB) in Q1 2023, closing a stake of 8,236 shares — an estimated $359K sold.

Bigelow Investment Advisors first reported a position in USB in Q1 2018 and held it in 20 quarters. The position peaked at $744K in Q2 2018. 1,663 funds tracked by Wall St. Rank hold USB as of Q1 2023.

  • Bigelow Investment Advisors reported no remaining US Bancorp position as of Q1 2023 after selling out during the quarter.
  • Bigelow Investment Advisors sold 8,236 US Bancorp shares in Q1 2023, an estimated $359K.
  • Bigelow Investment Advisors first reported a position in US Bancorp in Q1 2018 and held it in 20 quarters.
  • Bigelow Investment Advisors's US Bancorp position peaked at $744K in Q2 2018.
  • 1,663 funds tracked by Wall St. Rank held US Bancorp as of Q1 2023.

Based on Bigelow Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.