Clear Creek Financial Management’s US Bancorp USB Stock Holding History

Clear Creek Financial Management’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	-4,465	Closed	-$205K	–	314
2022 Q2	$205K	Buy	+4,465	New	+$223K	0.04%	278
2021 Q4	–	Sell	-3,686	Closed	-$219K	–	388
2021 Q3	$219K	Buy	+3,686	New	+$210K	0.04%	286

Other funds holding USB

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clear Creek Financial Management's USB Position: Q3 2022 in Review

Clear Creek Financial Management sold out of US Bancorp (USB) in Q3 2022, closing a stake of 4,465 shares — an estimated $205K sold.

Clear Creek Financial Management first reported a position in USB in Q3 2021 and held it in 2 quarters. The position peaked at $219K in Q3 2021. 1,648 funds tracked by Wall St. Rank hold USB as of Q3 2022.

Clear Creek Financial Management reported no remaining US Bancorp position as of Q3 2022 after selling out during the quarter.
Clear Creek Financial Management sold 4,465 US Bancorp shares in Q3 2022, an estimated $205K.
Clear Creek Financial Management first reported a position in US Bancorp in Q3 2021 and held it in 2 quarters.
Clear Creek Financial Management's US Bancorp position peaked at $219K in Q3 2021.
1,648 funds tracked by Wall St. Rank held US Bancorp as of Q3 2022.

Based on Clear Creek Financial Management's 13F filing for Q3 2022, filed 24 Oct 2022.