EdgeRock Capital’s US Bancorp USB Stock Holding History

EdgeRock Capital’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 Q4	–	Sell	-364	Closed	-$15K	–	374
2022 Q3	$15K	Buy	+364	New	+$16.8K	0.01%	185

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

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

MUFG Bank Tokyo 100-8388,, Japan $3.04B AUM 15.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

EdgeRock Capital's USB Position: Q4 2022 in Review

EdgeRock Capital sold out of US Bancorp (USB) in Q4 2022, closing a stake of 364 shares — an estimated $15K sold.

EdgeRock Capital first reported a position in USB in Q3 2022 and held it in 1 quarter. The position peaked at $15K in Q3 2022. 1,741 funds tracked by Wall St. Rank hold USB as of Q4 2022.

EdgeRock Capital reported no remaining US Bancorp position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 364 US Bancorp shares in Q4 2022, an estimated $15K.
EdgeRock Capital first reported a position in US Bancorp in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's US Bancorp position peaked at $15K in Q3 2022.
1,741 funds tracked by Wall St. Rank held US Bancorp as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.