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Elmwood Wealth Management’s US Bancorp USB Stock Holding History

Elmwood Wealth 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
Q1 		– Sell
-670
Closed -$38K – 312
2021
Q4 		$38K Buy
+670
New +$39.6K 0.02% 204
2021
Q2 		$22K Buy
386
+12
+3% +$704 0.01% 213
2021
Q1 		$21K Buy
+374
New +$18.7K 0.01% 212
2020
Q3 		$15K Hold
403
– – 0.01% 173
2020
Q2 		$15K Buy
403
+362
+883% +$12.9K 0.01% 173
2020
Q1 		$2.07K Buy
+41
New +$1.98K ﹤0.01% 257
2018
Q3 		– Sell
-41
Closed -$2.05K – 305
2018
Q2 		$2.05K Hold
41
– – ﹤0.01% 255
2018
Q1 		$2.07K Buy
+41
New +$2.24K ﹤0.01% 257

Other funds holding USB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
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

Elmwood Wealth Management's USB Position: Q1 2022 in Review

Elmwood Wealth Management sold out of US Bancorp (USB) in Q1 2022, closing a stake of 670 shares — an estimated $38K sold.

Elmwood Wealth Management first reported a position in USB in Q1 2018 and held it in 8 quarters. The position peaked at $38K in Q4 2021. 1,754 funds tracked by Wall St. Rank hold USB as of Q1 2022.

  • Elmwood Wealth Management reported no remaining US Bancorp position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 670 US Bancorp shares in Q1 2022, an estimated $38K.
  • Elmwood Wealth Management first reported a position in US Bancorp in Q1 2018 and held it in 8 quarters.
  • Elmwood Wealth Management's US Bancorp position peaked at $38K in Q4 2021.
  • 1,754 funds tracked by Wall St. Rank held US Bancorp as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.