Crescent Grove Advisors’s US Bancorp USB Stock Holding History

Crescent Grove 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
2022 Q1	–	Sell	-6,974	Closed	-$395K	–	310
2021 Q4	$395K	Buy	+6,974	New	+$412K	0.04%	194

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Crescent Grove Advisors's USB Position: Q1 2022 in Review

Crescent Grove Advisors sold out of US Bancorp (USB) in Q1 2022, closing a stake of 6,974 shares — an estimated $395K sold.

Crescent Grove Advisors first reported a position in USB in Q4 2021 and held it in 1 quarter. The position peaked at $395K in Q4 2021. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

Crescent Grove Advisors reported no remaining US Bancorp position as of Q1 2022 after selling out during the quarter.
Crescent Grove Advisors sold 6,974 US Bancorp shares in Q1 2022, an estimated $395K.
Crescent Grove Advisors first reported a position in US Bancorp in Q4 2021 and held it in 1 quarter.
Crescent Grove Advisors's US Bancorp position peaked at $395K in Q4 2021.
1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on Crescent Grove Advisors's 13F filing for Q1 2022, filed 4 May 2022.