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Edge Capital Group’s US Bancorp USB Stock Holding History

Edge Capital Group’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
Q4 		$573K Sell
175
-10,450
-98% -$514K 0.03% 201
2024
Q3 		$486K Sell
10,625
-124
-1% -$5.44K 0.02% 217
2024
Q2 		$427K Sell
10,749
-570
-5% -$23.2K 0.02% 221
2024
Q1 		$506K Sell
11,319
-1,748
-13% -$73.8K 0.03% 209
2023
Q4 		$566K Buy
13,067
+821
+7% +$30K 0.03% 198
2023
Q3 		$405K Sell
12,246
-574
-4% -$20.9K 0.03% 207
2023
Q2 		$424K Buy
12,820
+6,897
+116% +$223K 0.02% 227
2023
Q1 		$214K Hold
5,923
– – 0.01% 294
2022
Q4 		$258K Buy
5,923
+1,250
+27% +$53.5K 0.02% 252
2022
Q3 		$188K Buy
4,673
+4,373
+1,458% +$202K 0.02% 275
2022
Q2 		$146K Sell
300
-3,741
-93% -$187K 0.01% 287
2022
Q1 		$215K Buy
4,041
+28
+0.7% +$1.61K 0.01% 274
2021
Q4 		$225K Hold
4,013
– – 0.02% 259
2021
Q3 		$239K Buy
+4,013
New +$229K 0.02% 245
2020
Q1 		– Sell
-3,565
Closed -$211K – 237
2019
Q4 		$211K Sell
3,565
-383
-10% -$22.1K 0.02% 219
2019
Q3 		$218K Sell
3,948
-120
-3% -$6.49K 0.02% 220
2019
Q2 		$213K Buy
+4,068
New +$210K 0.02% 239
2019
Q1 		– Sell
-4,968
Closed -$227K – 246
2018
Q4 		$227K Buy
+4,968
New +$256K 0.02% 213

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
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
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

Edge Capital Group's USB Position: Q4 2024 in Review

Edge Capital Group reduced its US Bancorp (USB) stake by 98% in Q4 2024, selling an estimated $514K and leaving 175 shares worth $573K. The position accounts for 0.03% of the portfolio, ranked #201.

Edge Capital Group first reported a position in USB in Q4 2018 and has held it in 18 quarters since. 1,849 funds tracked by Wall St. Rank hold USB as of Q4 2024.

  • Edge Capital Group held 175 shares of US Bancorp worth $573K as of Q4 2024.
  • Edge Capital Group sold 10,450 US Bancorp shares in Q4 2024, an estimated $514K.
  • US Bancorp made up 0.03% of Edge Capital Group's portfolio in Q4 2024, its #201 holding.
  • Edge Capital Group first reported a position in US Bancorp in Q4 2018 and has held it in 18 quarters since.
  • 1,849 funds tracked by Wall St. Rank held US Bancorp as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.