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Deane Retirement Strategies’s US Bancorp USB Stock Holding History

Deane Retirement Strategies’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
Q2 		– Sell
-72,169
Closed -$3.05M – 79
2025
Q1 		$3.05M Buy
72,169
+1,416
+2% +$65.3K 1.45% 24
2024
Q4 		$3.38M Buy
70,753
+667
+1% +$32.8K 1.7% 25
2024
Q3 		$3.2M Buy
+70,086
New +$3.07M 1.56% 24
2024
Q1 		– Sell
-48,412
Closed -$2.1M – 85
2023
Q4 		$2.1M Buy
+48,412
New +$1.77M 1.14% 28
2023
Q1 		– Sell
-42,024
Closed -$1.83M – 82
2022
Q4 		$1.83M Sell
42,024
-173
-0.4% -$7.4K 1.02% 31
2022
Q3 		$1.7M Buy
+42,197
New +$1.95M 1.04% 29
2020
Q2 		– Sell
-45,621
Closed -$1.57M – 69
2020
Q1 		$1.57M Buy
45,621
+13,286
+41% +$640K 1.16% 20
2019
Q4 		$1.92M Buy
+32,335
New +$1.87M 1.31% 19
2018
Q2 		– Sell
-37,678
Closed -$1.9M – 68
2018
Q1 		$1.9M Buy
37,678
+383
+1% +$21K 1.95% 14
2017
Q4 		$2M Buy
+37,295
New +$2.01M 1.86% 15
2016
Q2 		– Sell
-24,872
Closed -$1.01M – 52
2016
Q1 		$1.01M Sell
24,872
-3,565
-13% -$142K 0.94% 29
2015
Q4 		$1.21M Buy
28,437
+332
+1% +$14.2K 1.23% 25
2015
Q3 		$1.15M Buy
+28,105
New +$1.22M 1.12% 26

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